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

More Retirement Planning firms in Manhasset, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

Explore More Retirement Advisors in Manhasset, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.