STEVEN H. LEWIS P.C.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 139739
- Fee structure
- Percentage of AUM
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Steven H. Lewis P.C. operates as a corporation and functions primarily as a capital allocator. The firm focuses on selecting other advisers, which indicates a strategy centered around leveraging external expertise in investment management. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser. With a fee structure based on a percentage of assets under management (AUM), the firm aims to align its interests with those of its clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JAMES PELLINO
DirectorCRD 6064936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 455 N Cityfront Plaza Dr
- Time zone
- CT (UTC-6)
- Office locations
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