DL
CFA
DL
CFA

David M Lewis

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

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Location

980 N Michigan Avenue, Suite 1500, Chicago, IL, 60611

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David serves on Limited Partner Advisory Committees for underlying investment funds as part of his role as an Oxford Investment Fellow. He receives no compensation for this role.

Employment History
Current Registrations
Oxford Financial Group, LTD
November 2017 - Present · 8 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.