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Lewis-Berkeley Asset Management
Lewis-Berkeley Asset Management
Fee-Only (% of Portfolio)
Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management
$7.3M
Clients
13
Advisors
1
Avg. per Client
$560K
Avg. per Advisor
$7.3M
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Location
1 Advisors at this firm
DL
CFA
David Lewis
Lewis-Berkeley Asset Management | TrueAdvisor