Steven H. Lewis P.C.

Overview

Steven H. Lewis P.C. is organized as a corporation operating as an independent registered investment adviser. The firm describes itself as a capital allocator that focuses on the selection of other advisers rather than running all strategies in-house. Its pricing model is a percentage-of-AUM fee schedule. FINTRX lists the entity as domestically owned (combination of a domestic entity and an individual) and notes it is not a multi-state adviser, not a pension consultant, and not active on ESG mandates. SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices