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Building 2LOWERY THOMAS, LLC

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Phone831-230-6380
NotebookSEC #801-58206
Total AUM
$385.8M
Employees
6
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
831-230-6380
Other Offices
4

ReceiptFinancials

Total AUM
$385.8M
Accounts
617
Discretionary
$224.9M
Accounts
355
Non-Discretionary
$160.9M
Accounts
262

ContactClients

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Individual Clients
87
AUM
$30.8M
HNW Individual Clients
97
AUM
$350M
Corporation or Business Clients
1
AUM
$5M

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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