CLARK LEWIS

RIASEC Registered

Total AUM

$1.3M

Discretionary

$1.3M

100% of AUM

Avg account

$55.2K

Accounts

Employees

Advisory reps

Firm details

Headquarters: OAK PARK, Illinois
CRD number: 305792
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clark Lewis is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and is identified in FINTRX as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee schedule can include a percentage of assets under management, fixed fees, and other fee arrangements. FINTRX indicates a fixed-income orientation: the firm’s ADV shows a preference for fixed-income instruments and a concentration in state and local bonds. Clark Lewis is not flagged as an active ESG investor and is not listed as a multi-state adviser.