Skip to content

Peter James Lewis

Investment adviser representative at Towle & Co
25 yearsExperience
2 statesRegistered in
CFADesignation
$473.7MFirm assets

Are you Peter James Lewis? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

25 years in the industry.

  1. Towle & Co.Sep 2001 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 2 states (CO, MO).

Towle & Co

$473.7MAssets managed
32Clients
5Advisers
44 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2139294
Firm CRD
110862
Advisor's SEC record (opens in a new tab)
CallContact this firm