Lewis & Lewis Securities Inc (Abilene)

Lewis & Lewis Securities Inc is a large advisory firm based in Abilene. It manages $27.36 million of regulatory assets for 757 client accounts. It has been registered with the SEC as an adviser since 2001.

Lewis & Lewis Securities provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lewis & Lewis Securities: assets under management

The assets under management (AUM) of Lewis & Lewis Securities Inc is $27.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lewis & Lewis Securities Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lewis & Lewis Securities Inc

Frances Fry Lewis has been acting as President since 1 Sep 1994. Ronald Erik Lewis joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frances Fry Lewis	President	1 Sep 1994	50% - 75%	2545929
Ronald Erik Lewis	Vice-president/secretary	1 Sep 1994	50% - 75%	1508132

Based in Abilene

The principal office where Lewis & Lewis Securities Inc performs its advisory services is located at 3364 Buffalo Gap Road, Abilene, TX 79605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.