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LEWIS ADVISORY GROUP
LEWIS, MICHAEL, ANDREW
CRD 151307 · SEC 801-70507
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$73.5M
Discretionary AUM
$73.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $11.3M |
| High net worth individuals | 20 | $54.6M |
| Pension/profit sharing plans | 1 | $7.6M |
All web addresses on file
Official SEC filing: View on IAPD