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Home > Retirement Planners > louisiana > baton rouge > BRIAN LOW FINANCIAL GROUP, LLC
BRIAN LOW FINANCIAL GROUP, LLC
4463 Bluebonnet Boulevard
Suite B
Baton Rouge, Louisiana 70809
Tel: 225-292-4225
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 Status | Approved |
|---|---|
| Firm CRD# | 306346 |
| SEC# | 801-126895 |
| Assets Managed by Firm | $149,487,835 |
| No. of Clients | 1061 |
| No. of Advisors | 7 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1061 | $149,487,835 |
| Individuals (other than high net worth individuals) | 742 | $129,257,125 |
| High net worth individuals | 10 | $20,053,510 |
| Corporations or other businesses | 3 | $177,200 |
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