LOWELL ROAD ASSET MANAGEMENT, INC.

1295 Northern Boulevard
Suite 24
Manhasset, New York 11030
Tel: 516-767-1099

About LOWELL ROAD ASSET MANAGEMENT, INC.

LOWELL ROAD ASSET MANAGEMENT, INC, formally registered with the SEC as LOWELL ROAD ASSET MANAGEMENT, INC. The firm was established in 08/05/2014. They have over 2 offices throughout the country.

LOWELL ROAD ASSET MANAGEMENT, INC. is a Manhasset, New York based Financial Planning firm with nearly $43,548,061 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164370
SEC#	801-80157
Assets Managed by Firm	$43,548,061
No. of Clients	119
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	119	$43,548,061
Individuals (other than high net worth individuals)	37	$5,291,290
High net worth individuals	29	$38,256,771

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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