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Lewis & Mathews Investment Management, Inc. (Menlo Park)


Lewis & Mathews Investment Management, Inc. is a large advisory firm based in Menlo Park. It manages $304 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Texas.

Lewis & Mathews Investment Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lewis & Mathews Investment Management: assets under management

The assets under management (AUM) of Lewis & Mathews Investment Management, Inc. is $304 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $304 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.53 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lewis & Mathews Investment Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Menlo Park

The principal office where Lewis & Mathews Investment Management, Inc. performs its advisory services is located at 830 Menlo Avenue, Suite 210, Menlo Park, CA 94025, 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 650-329-8800 or by fax 650-325-9244. The normal business hours are 9:30 am to 5:00 pm on Other.


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