The Lewis Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

10101 Reunion Pl Ste 301, San Antonio, T...

Phone Number

(210) 384-3410

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About The Lewis Group

The Lewis Group is a financial advisory firm based in Texas, offering a range of services including life insurance planning, fee-based financial planning, IRA planning, and long-term care insurance protection. Established in 1986, the company serves individuals, businesses, and their employees both in Texas and nationwide, focusing on personalized financial solutions tailored to meet client goals. Their mission is to provide trusted financial guidance and quality solutions with a commitment to client needs. The firm emphasizes integrity and a client-first approach in all their financial decisions.Explore more
The Lewis Group's Social MediaPopular SearchesThe Lewis GroupLewis Brownstone Group IncLewis GroupLewis Group Investments LLCLori Coleen LewisSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Lewis Group

<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1996
KH
Katrina HermansonChief Compliance Officer
<$5M
1-10
Private
-
2011
Justin Cress, President & Chief Executive Officer at Cress Wealth Strategies
Justin CressPresident & CEO
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
2014
CC
Christina CaldwellPresident & CEO
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Lewis Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Lewis Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Lewis Group.

The Lewis Group Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding The Lewis Group

What is The Lewis Group's official website?
The Lewis Group's official website is www.lewisgrp.biz
What is The Lewis Group's Revenue?
The Lewis Group's revenue is <$5 Million
What is The Lewis Group's SIC code?
The Lewis Group's SIC: 62,628
What is The Lewis Group's NAICS code?
The Lewis Group's NAICS: 52,523
How many employees does The Lewis Group have?
The Lewis Group has 1-10 employees
What industry does The Lewis Group belong to?
The Lewis Group is in the industry of: Finance, Insurance, Securities Trading
What is The Lewis Group competition?
The Lewis Group top competitors include: Cress Wealth Strategies, Kestra Financial, Twin Peaks Wealth Advisors, Omega Investment Partners
What technology does The Lewis Group use?
Some of the popular technologies that The Lewis Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact The Lewis Group?
The Lewis Group contact info: Phone number: (210) 384-3410 Website: www.lewisgrp.biz
What does The Lewis Group do?

The Lewis Group is a financial advisory firm based in Texas, offering a range of services including life insurance planning, fee-based financial planning, IRA planning, and long-term care insurance protection. Established in 1986, the company serves individuals, businesses, and their employees both in Texas and nationwide, focusing on personalized... financial solutions tailored to meet client goals. Their mission is to provide trusted financial guidance and quality solutions with a commitment to client needs. The firm emphasizes integrity and a client-first approach in all their financial decisions.Read More

What are The Lewis Group social media links?
The Lewis Group Facebook page
Is The Lewis Group a public company?
The Lewis Group is private company therefore does not currently have an official ticker symbol
See more information about The Lewis Group

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