LOWERY ASSET CONSULTING, LLC
Total AUM
$917M
Employees
9Clients
165Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 NORTH WACKER DRIVE
SUITE 3850
CHICAGO
IL 60606
United States
SUITE 3850
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM TO 4:45 PM
Monday - Friday
Monday - Friday
Phone
(312) 759-2314
Financials
Total AUM
$917M
Accounts
520Discretionary
$0
Accounts
0Non-Discretionary
$917M
Accounts
520
Clients
Individual Clients
100AUM
$45.4M
HNW Individual Clients
56AUM
$672.7M
Charitable Organization Clients
8AUM
$185.5M
Government Entity Clients
1AUM
$13.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther ServicesPension Consulting
Other Services
CLIENT CONSULTING AND ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ADVISED ASSETS
Compliance
Disclosures
None reported
State Registrations
FLILLANHTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.