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Lewis Advisory Group
LEWIS ADVISORY GROUP is an SEC-registered investment adviser in SAN DIEGO, CA. The firm manages $73 million in regulatory assets under management on a...
Overview
LEWIS ADVISORY GROUP is an SEC-registered investment adviser in SAN DIEGO, CA. The firm manages $73 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Lewis Advisory Group?
The firm does not publicly name its investment principals. Decision-making structure is not disclosed in available sources.
What investment stages does Lewis Advisory Group typically target?
The firm does not disclose stage preferences. Activities suggest a focus on mature private equity and credit, but no specific stage is verified.
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