Overview
Assets Under Management: $915 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 59
Average Client Assets: $12.5 million
Frequently Asked Questions
LOWENHAUPT GLOBAL ADVISORS, 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 #138547), LOWENHAUPT GLOBAL ADVISORS, LLC is subject to fiduciary duty under federal law.
LOWENHAUPT GLOBAL ADVISORS, LLC is headquartered in ST. LOUIS, MO.
LOWENHAUPT GLOBAL ADVISORS, LLC serves 59 high-net-worth clients according to their SEC filing dated April 27, 2018. View client details ↓
According to their SEC Form ADV, LOWENHAUPT GLOBAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LOWENHAUPT GLOBAL ADVISORS, LLC manages $915 million in client assets according to their SEC filing dated April 27, 2018.
According to their SEC Form ADV, LOWENHAUPT GLOBAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.39%
Average Client Assets: $12.5 million
Total Client Accounts: 458
Discretionary Accounts: 458
Regulatory Filings
CRD Number: 138547
Filing ID: 1210347
Last Filing Date: 2018-04-27 17:20:00