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CLARK LEWIS
CLARK LEWIS LLC
CRD 305792
137 N. OAK PARK AVE., STE 215 #237, OAK PARK, IL, 60301, United States
Phone
510-775-0823
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; % AND FIXED (CAP ON FEES)
Org form
Limited Liability Company
Filing date
2023-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD