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Building 2BRIAN D. LOWDER, INC.

Map pinSAN DIEGO, CA
Phone858-794-6800
NotebookSEC #801-27745
Total AUM
$388.1M
Employees
3
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12760 HIGH BLUFF DRIVE, SUITE 370
SAN DIEGO
CA 92130-2068
United States
Operating Hours
7AM - 4PM
Monday - Friday
Phone
858-794-6800

ReceiptFinancials

Total AUM
$388.1M
Accounts
643
Discretionary
$388.1M
Accounts
643
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$23.9M
HNW Individual Clients
115
AUM
$364M
Corporation or Business Clients
1
AUM
$258.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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