Overview
Assets Under Management: $90 million
High-Net-Worth Clients: 23
Average Client Assets: $2.6 million
Frequently Asked Questions
LOWIN, LEEAM 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 #161984), LOWIN, LEEAM is subject to fiduciary duty under federal law.
LOWIN, LEEAM serves 23 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, LOWIN, LEEAM offers portfolio management for individuals. View all service details ↓
LOWIN, LEEAM manages $90 million in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, LOWIN, LEEAM serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.61%
Average Client Assets: $2.6 million
Total Client Accounts: 24
Discretionary Accounts: 15
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 161984
Filing ID: 1194230
Last Filing Date: 2018-03-20 15:54:00