The Lewis Financial Group

The Lewis Financial Group (CRD# 315692) is a financial advisory firm headquartered in Ashburn, VA. They manage $266,491,944 in 476 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
20755 Williamsport Place, Suite 140, Ashburn, VA 20147
https://www.thelewisfinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $559,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CT, FL, LA, MA, MD, SC, TX, VA

Financial Advisors at The Lewis Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey Axt, financial advisor Ashburn VA
Jeffrey B. Axt
CRD#: 1266964
20755 Williamsport Place, Suite 140, Ashburn, VA 20147

Jeffrey Axt (CRD# 1266964) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 39 years of experience in the finance industry.

2
Christina Fransckiewich, financial advisor Ashburn VA
Christina A. Fransckiewich
CRD#: 5543386
20755 Williamsport Place, Suite 140, Ashburn, VA 20147

Christina Fransckiewich (CRD# 5543386) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 14 years of experience in the finance industry.

3
Andrew Lewis, financial advisor Ashburn VA
Andrew J. Lewis
CRD#: 2246107
20755 Williamsport Place, Suite 140, Ashburn, VA 20147

Andrew Lewis (CRD# 2246107) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 31 years of experience in the finance industry.

4
Lauren Snyder, financial advisor Ashburn VA
Lauren G. Snyder
CRD#: 5348472
20755 Williamsport Place, Suite 140, Ashburn, VA 20147

Lauren Snyder (CRD# 5348472) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 13 years of experience in the finance industry.

5
Elisa Reiner, financial advisor Ashburn VA
Elisa Reiner
CRD#: 7071536
20755 Williamsport Place, Suite 140, Ashburn, VA 20147

Elisa Reiner (CRD# 7071536) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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