Overview
Assets Under Management: $110 million
Headquarters: RICHARDSON, TX
High-Net-Worth Clients: 23
Average Client Assets: $1.5 million
Frequently Asked Questions
LD LOWE WEALTH ADVISORY 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 #136596), LD LOWE WEALTH ADVISORY is subject to fiduciary duty under federal law.
LD LOWE WEALTH ADVISORY is headquartered in RICHARDSON, TX.
LD LOWE WEALTH ADVISORY serves 23 high-net-worth clients according to their SEC filing dated March 10, 2024. View client details ↓
According to their SEC Form ADV, LD LOWE WEALTH ADVISORY offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LD LOWE WEALTH ADVISORY manages $110 million in client assets according to their SEC filing dated March 10, 2024.
According to their SEC Form ADV, LD LOWE WEALTH ADVISORY 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
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.24%
Average Client Assets: $1.5 million
Total Client Accounts: 660
Discretionary Accounts: 660
Regulatory Filings
CRD Number: 136596
Filing ID: 1840847
Last Filing Date: 2024-03-10 10:08:00