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RD LEWIS WEALTH MANAGEMENT
Tel: 407-446-3737
253 North Orlando Avenue Suite 302
Maitland, Florida 32751
RD LEWIS WEALTH MANAGEMENT
RD LEWIS WEALTH MANAGEMENT is a Maitland, Florida based financial advisory firm with nearly $183,826,112 in assets under management and provides investment advisory services for 750 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
156073
SEC#:
801-119654
No. of Clients:
750
Assets under Management
$183,826,112
No. of Advisors:
8
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