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Lee, Alan Lewis (Peoria)


Lee, Alan Lewis is a large advisory firm based in Peoria. It manages $32.4 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois and Tennessee.

Lee, Alan Lewis provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lee, Alan Lewis: assets under management

The assets under management (AUM) of Lee, Alan Lewis is $32.4 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 $32.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lee, Alan Lewis for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Peoria

The principal office where Lee, Alan Lewis performs its advisory services is located at 114 State Street, Suite 2 E, Peoria, IL 61602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 309-673-7526 or by fax 309-673-6878. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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