Overview
Assets Under Management: $736 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 56
Average Client Assets: $7.7 million
Frequently Asked Questions
LOWERY ASSET CONSULTING, 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 #121712), LOWERY ASSET CONSULTING, LLC is subject to fiduciary duty under federal law.
LOWERY ASSET CONSULTING, LLC is headquartered in CHICAGO, IL.
LOWERY ASSET CONSULTING, LLC serves 56 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, LOWERY ASSET CONSULTING, LLC offers financial planning, pension consulting services, and selection of other advisors. View all service details ↓
LOWERY ASSET CONSULTING, LLC manages $736 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, LOWERY ASSET CONSULTING, LLC serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.60%
Average Client Assets: $7.7 million
Total Client Accounts: 438
Non-Discretionary Accounts: 438
Regulatory Filings
CRD Number: 121712
Filing ID: 1178781
Last Filing Date: 2018-03-29 12:33:00