Lewis Asset Management Revenue

Financial Services • Lafayette, California, United States • 1-10 Employees

Lewis Asset Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Lewis Asset Management

David Lewis

Owner

Nicholas Cutinelli

Director

Natasha Prymost

Director Of Operations

Anthony Cutinelli

Owner

Company overview

Headquarters	985 Moraga Rd, Suite 207, Lafayette, California 94549, US
Phone number	+19252844033
Website	lewisam.com
NAICS	52
SIC	736
Founded	2007
Employees	1-10
Socials

Lewis Asset Management Email Formats

Lewis Asset Management uses 1 email format. The most common is {first initial} (e.g., j@lewisam.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@lewisam.com	100%

About Lewis Asset Management

We approach financial planning differently and care about our clients and their goals. We help our clients address their most pressing financial concerns in a comfortable, convenient, and caring way. We are our clients’ personal CFO, life coach, counselor, and a friend. When you work with us, you’re part of the family. Lewis Asset Management is a company based out of Lafayette, California, United States.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Founder/Owner

Vice President

Funding Data

Lewis Asset Management has never raised funding before.

Frequently asked questions

Lewis Asset Management is located in Lafayette, California, US.

You can reach Lewis Asset Management at +19252844033.

Lewis Asset Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Lewis Asset Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lewis Asset Management was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Lewis Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Lewis Asset Management

David Lewis

Owner

Nicholas Cutinelli

Director

Natasha Prymost

Director Of Operations

Anthony Cutinelli

Owner

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