LEWIS, MICHAEL, ANDREW
Legal name: LEWIS ADVISORY GROUP
CRD #151307 SEC #801-70507 SAN DIEGO, CA 619-203-8847
SEC Registered
Total AUM
$36.4M
Discretionary
$35.8M
Employees
1
Clients
1
Accounts
199
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWIS, MICHAEL, ANDREW | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 6, 2012 REGISTERED
Notice Filings (1)
CA
Address
7290 NAVAJO RD.SUITE 213
SAN DIEGO, CA 92119
United States
Phone: 619-203-8847