Overview
Assets Under Management: $597 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 76
Average Client Assets: $3.8 million
Frequently Asked Questions
LOWELL BLAKE & ASSOCIATES 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 #105127), LOWELL BLAKE & ASSOCIATES INC. is subject to fiduciary duty under federal law.
LOWELL BLAKE & ASSOCIATES INC. is headquartered in BOSTON, MA.
LOWELL BLAKE & ASSOCIATES INC. serves 76 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, LOWELL BLAKE & ASSOCIATES INC. offers portfolio management for individuals. View all service details ↓
LOWELL BLAKE & ASSOCIATES INC. manages $597 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, LOWELL BLAKE & ASSOCIATES INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.45%
Average Client Assets: $3.8 million
Total Client Accounts: 432
Discretionary Accounts: 413
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 105127
Filing ID: 1737523
Last Filing Date: 2023-03-30 13:53:00