Frequently Asked Questions (FAQ) About
Lewis Financial Management LLC
- Where is Lewis Financial Management LLC Located
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1611 EAST MILLBROOK ROAD, RALEIGH, NC
- Lewis Financial Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Lewis Financial Management LLC, while the legal name is: LEWIS FINANCIAL MANAGEMENT, LLC
- Lewis Financial Management LLC: How many employees does the firm employ?
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Lewis Financial Management LLC has 6 employees, of which 3 are employees in advisory roles
- Lewis Financial Management LLC: How many clients does the firm serve?
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It serves 74 clients.
- Lewis Financial Management LLC: What other investment firms are located in the vicinity?
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KDI Capital Partners LLC Financial Planning Services Inc Triangle Securities Wealth Management Copperleaf Capital LLC Beacon Financial Strategies Corp Armor Investment Advisors LLC Cardinal Capital Management Inc Beacon Wealthcare Inc Financial Symmetry Incorporated Cherokee Investment Partners LLC