LEWIS FINANCIAL, LLC
CRD #170324 SEC #801-132016 SAN LUIS OBISPO, CA (805) 548-0900
SEC Registered
Total AUM
$108.1M
Discretionary
$108.1M
Employees
3
Clients
0
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $108.1M | $108.1M | $0 | 3 | 0 |
| Jun 2025 | $108.1M | $108.1M | $0 | 3 | 0 |
| Jan 2025 | $108.1M | $108.1M | $0 | 3 | 0 |
DateSep 2025
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees3
Clients0