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KRIS LEWICKI & ASSOCIATES, LLC
CRD 156536
7401 WILES ROAD, SUITE 323, CORAL SPRINGS, FL, 33067, United States
Phone
954-324-3550
Fax
904-914-9920
Registration
— (—)
Source
State registered
Total AUM
$95.8M
Discretionary AUM
$95.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $19.8M |
| High net worth individuals | 21 | $69.5M |
All web addresses on file
Official SEC filing: View on IAPD