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Building 2BRIAN LOW FINANCIAL GROUP, LLC

Map pinBATON ROUGE, LA
Phone225-292-4225
NotebookSEC #801-126895
Total AUM
$239.3M
Employees
8
Clients
874

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4463 BLUEBONNET BOULEVARD
SUITE B
BATON ROUGE
LA 70809
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
225-292-4225
Other Offices
2

ReceiptFinancials

Total AUM
$239.3M
Accounts
874
Discretionary
$239.3M
Accounts
874
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
828
AUM
$154M
HNW Individual Clients
46
AUM
$85.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCOLAMSTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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