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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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