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BRIAN LOW FINANCIAL GROUP, LLC

4463 Bluebonnet Boulevard
Suite B
Baton Rouge, Louisiana 70809
Tel: 225-292-4225

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About BRIAN LOW FINANCIAL GROUP, LLC

BRIAN LOW FINANCIAL GROUP, LLC, formally registered with the SEC as BRIAN LOW FINANCIAL GROUP, LLC. The firm was established in 11/17/2022. They have over 3 offices throughout the country.

BRIAN LOW FINANCIAL GROUP, LLC is a Baton Rouge, Louisiana based Financial Planning firm with nearly $149,487,835 assets under management, offering retirement planning & investment advisory services to 1061 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306346
SEC#801-126895
Assets Managed by Firm$149,487,835
No. of Clients1061
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1061$149,487,835
Individuals (other than high net worth individuals)742$129,257,125
High net worth individuals10$20,053,510
Corporations or other businesses3$177,200

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