Lewis-Berkeley Asset Management

Overview

Lewis Berkeley Asset Management operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category, which suggests a flexible approach to its advisory activities. The firm charges fees based on a percentage of assets under management and fixed fees, catering to a client base that consists of individuals and families. While the firm is not an active ESG investor and does not operate as a multi-state adviser, it has established a niche in managing investment portfolios tailored to its clients' needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices