4463 Bluebonnet Boulevard
Suite B
Baton Rouge, Louisiana 70809
Tel: 225-292-4225
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 $125,621,939 assets under management, offering retirement planning & investment advisory services to 1174 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306346 |
SEC# | 801-126895 |
Assets Managed by Firm | $125,621,939 |
No. of Clients | 1174 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1174 | $125,621,939 |
Individuals (other than high net worth individuals) | 621 | $94,325,476 |
High net worth individuals | 12 | $24,281,431 |
Corporations or other businesses | 10 | $7,015,032 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,683,180,123 | 48067 | 499 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 |
$2,302,559,870 | 1808 | 12 | |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 |
$1,673,599,482 | 6108 | 36 |
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