Overview
Assets Under Management: $370 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 114
Average Client Assets: $3 million
Frequently Asked Questions
BRIAN D. LOWDER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105972), BRIAN D. LOWDER, INC. is subject to fiduciary duty under federal law.
BRIAN D. LOWDER, INC. is headquartered in SAN DIEGO, CA.
BRIAN D. LOWDER, INC. serves 114 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, BRIAN D. LOWDER, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BRIAN D. LOWDER, INC. manages $370 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, BRIAN D. LOWDER, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 657
Discretionary Accounts: 657
Regulatory Filings
CRD Number: 105972
Last Filing Date: 2025-01-31 00:00:00
Website: https://bdlowder.com