KRIS LEWICKI & ASSOCIATES, LLC
Firm details
- Headquarters
- CORAL SPRINGS, Florida
- CRD number
- 156536
- Website
- krislewickiandassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI72.55%
- Individuals20.67%
- Banking / Thrift Institutions6.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kris Lewicki & Associates, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and other fee structures. The adviser reports no active ESG investing program and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds7%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 3Travis Lewicki
Relationship Manager and Financial AdvisorCRD 7112386
KRISTOF LEWICKI
CCOCRD 2714690
Eric Lewicki
Relationship ManagerCRD 8133873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL SPRINGS, FL
BROWARD
Location
CORAL SPRINGS, FL
Headquartered in CORAL SPRINGS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 7401 Wiles Rd
- Time zone
- ET (UTC-5)
- Office locations
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