Lowery Thomas Review

Trust Score 92%
Trust Score info_outline

Last updated: July 16th, 2019. Data source: SEC filings.

Lowery Thomas, federally registered in 2000, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Lowery Thomas manages $189.3 million and provides investment advisory services for 141 clients (1:36 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,342,233
Hybrid Advisor Yes
Disciplinary History No
Total AUM $189.3 million
Advisor / Client Ratio 1:36
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 110058)
State(s) Registered CA

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