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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jderek Lewis & Associates Inc
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|---|---|
| CRD # | 122307 |
| SEC # | 801-67339 |
| CIK # | |
| AUM | $1.8 B (2025-07-11) |
| Employees | 11 (100% Investors, 82% Brokers) |
| Phone | 949-752-9096 |
| Address | 1001 Dove Street Newport Beach, CA 92660-2820 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,133 | 757.7 |
| (b) Individuals (high net worth individuals) | 1,078 | 711.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 138.4 |
| (h) Charitable organizations | 103 | 91.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 33 | 43.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 40.3 |
| (n) Other | 0 | 0.0 |
| Total | 7,459 | 1,782.4 |
| By Discretionary | ||
| Discretionary | 7,286 | 1,569.7 |
| Non-Discretionary | 173 | 212.7 |
| Total | 7,459 | 1,782.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.4 | |
| United States Persons | 1,777.0 | |
| Total | 7,459 | 1,782.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provise Management Group LLC
✚
|
FL | 1.8 |
|
FountainCap Research & Investment Hong Kong Co Limited
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|
1.8 | |
|
Financial Management Network Inc
✚
|
CA | 1.8 |
|
Octavia Wealth Advisors LLC
✚
|
OH | 1.8 |
|
Alta Capital Management LLC
✚
|
UT | 1.8 |
|
Invst LLC
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|
IN | 1.8 |
|
Next Capital Management LLC
✚
|
NY | 1.8 |
|
Carson Group Investing LLC
✚
|
NE | 1.8 |
|
Grant TANI Barash & Altman LLC
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|
CA | 1.8 |
|
Mitchell Sinkler & Starr Inc
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|
PA | 1.8 |