Solomon Lewis LLC (New York)
Solomon Lewis LLC is a large advisory firm based in New York. It manages $140 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003.
Solomon Lewis provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Solomon Lewis: assets under management
The assets under management (AUM) of Solomon Lewis LLC is $140 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Solomon Lewis LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in New York
The principal office where Solomon Lewis LLC performs its advisory services is located at 277 Park Avenue, 49 Th Floor, New York, NY 10172, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-207-5522 or by fax 212-207-5566. The normal business hours are 9:00 to 18:00 on Monday - Friday.
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