LOWERY THOMAS, LLC
Total AUM
$385.8M
Employees
6Clients
185Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
831-230-6380
Other Offices
4
Financials
Total AUM
$385.8M
Accounts
617Discretionary
$224.9M
Accounts
355Non-Discretionary
$160.9M
Accounts
262
Clients
Individual Clients
87AUM
$30.8M
HNW Individual Clients
97AUM
$350M
Corporation or Business Clients
1AUM
$5M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANHTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.