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LOWE WEALTH ADVISORS, LLC
6230 Old Dobbin Lane
Suite 170
Columbia, Maryland 21045
Tel: 443-766-7160
About LOWE WEALTH ADVISORS, LLC
LOWE WEALTH ADVISORS, LLC, formally registered with the SEC as LOWE WEALTH ADVISORS, LLC. The firm was established in 06/22/2011. They have over 6 offices throughout the country.
LOWE WEALTH ADVISORS, LLC is a Columbia, Maryland based Financial Planning firm with nearly $460,210,291 assets under management, offering retirement planning & investment advisory services to 1384 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157906 |
| SEC# | 801-72431 |
| Assets Managed by Firm | $460,210,291 |
| No. of Clients | 1384 |
| No. of Advisors | 9 |
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 | 1384 | $460,210,291 |
| Individuals (other than high net worth individuals) | 251 | $83,413,322 |
| High net worth individuals | 164 | $371,619,515 |
| Charitable organizations | Fewer than 5 clients | $5,177,454 |
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