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Home > Retirement Planners > california > san diego > BRIAN D. LOWDER, INC.
BRIAN D. LOWDER, INC.
12780 High Bluff Drive, Suite 100
San Diego, California 92130-2068
Tel: 858-794-6800
About BRIAN D. LOWDER, INC.
BRIAN D LOWDER, INC, formally registered with the SEC as BRIAN D LOWDER, INC. The firm was established in 08/22/1986. They have over 1 offices throughout the country.
BRIAN D. LOWDER, INC. is a San Diego, California based Financial Planning firm with nearly $370,255,609 assets under management, offering retirement planning & investment advisory services to 657 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105972 |
| SEC# | 801-27745 |
| Assets Managed by Firm | $370,255,609 |
| No. of Clients | 657 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 657 | $370,255,609 |
| Individuals (other than high net worth individuals) | 89 | $28,349,252 |
| High net worth individuals | 114 | $341,648,069 |
| Corporations or other businesses | Fewer than 5 clients | $258,288 |
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