Overview
Assets Under Management: $184 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 30
Average Client Assets: $2 million
Frequently Asked Questions
BRIAN LOW FINANCIAL GROUP, LLC 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 #306346), BRIAN LOW FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
BRIAN LOW FINANCIAL GROUP, LLC is headquartered in BATON ROUGE, LA.
BRIAN LOW FINANCIAL GROUP, LLC serves 30 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, BRIAN LOW FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BRIAN LOW FINANCIAL GROUP, LLC manages $184 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, BRIAN LOW FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 809
Discretionary Accounts: 809
Regulatory Filings
CRD Number: 306346
Filing ID: 1951178
Last Filing Date: 2025-03-21 13:35:00
Website: https://kbc.team