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John Gunnard Lewis

Dorsey, Wright & Associates, LLC

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About John Gunnard Lewis

John Gunnard Lewis is an investment advisor representative registered with the state of California. John Lewis is associated with Dorsey, Wright & Associates, LLC. John Lewis's current registration with the state of California became effective on October 23, 2002. John Lewis has passed the Uniform Investment Adviser Law Examination (Series 65). The firm's main office is located in Richmond, Virginia. Dorsey, Wright & Associates, LLC provides advisory services to individuals, corporations, investment companies, and pooled investment vehicles. The firm also provides research and chart services and publishes periodicals.

Firm Information

John Lewis is currently registered with Dorsey, Wright & Associates, LLC. Dorsey, Wright & Associates, LLC is an investment advisory firm based in RICHMOND, VA with approximately $578,896,877 in regulatory assets under management. They offer a variety of advisory services, including portfolio management for individuals, businesses, and investment companies, as well as research and chart services, educational seminars, and publication of periodicals. The firm specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions. They also have a wrap fee program available to clients.
Dorsey, Wright & Associates, LLC

3300 W LEIGH STREET

RICHMOND, VA 23230

$578.90M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & chart services

Research & chart services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Lewis’s Registration & Firm History

CA

10/23/2002 - Present

Dorsey, Wright & Associates, LLC (PASADENA CA)

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Licenses & Designations

IA

Issued 10/22/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Gunnard Lewis.
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