National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > ohio > akron

LEWIS FINANCIAL MANAGEMENT, LLC

Tel: 919-872-7000
1611 East Millbrook Road
Raleigh, North Carolina  27609

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

LEWIS FINANCIAL MANAGEMENT, LLC

LEWIS FINANCIAL MANAGEMENT, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $415,279,724 in assets under management and provides investment advisory services for 136 clients. There are currently 5 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, Fixed fees

Firm CRD#:

116344

SEC#:

801-60666

No. of Clients:

136

Assets under Management

$415,279,724

No. of Advisors:

5

More Financial Advisory Firms in Raleigh, Ohio

More Firms in Raleigh, Ohio >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.