LD LOWE WEALTH ADVISORY

1100 East Campbell Road
Suite 200
Richardson, Texas 75081
Tel: 972-335-2523

About LD LOWE WEALTH ADVISORY

LD LOWE WEALTH ADVISORY, formally registered with the SEC as LD LOWE WEALTH ADVISORY. The firm was established in 10/07/2005. They have over 1 offices throughout the country.

LD LOWE WEALTH ADVISORY is a Richardson, Texas based Financial Planning firm with nearly $109,842,303 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136596
SEC#	801-64775
Assets Managed by Firm	$109,842,303
No. of Clients	660
No. of Advisors	6

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
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	660	$109,842,303
Individuals (other than high net worth individuals)	238	$75,526,227
High net worth individuals	23	$34,316,076

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