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Building 2LOWERY ASSET CONSULTING, LLC

Map pinCHICAGO, IL
Phone(312) 759-2314
NotebookSEC #801-61335
Total AUM
$917M
Employees
9
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 NORTH WACKER DRIVE
SUITE 3850
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM TO 4:45 PM
Monday - Friday
Phone
(312) 759-2314

ReceiptFinancials

Total AUM
$917M
Accounts
520
Discretionary
$0
Accounts
0
Non-Discretionary
$917M
Accounts
520

ContactClients

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Individual Clients
100
AUM
$45.4M
HNW Individual Clients
56
AUM
$672.7M
Charitable Organization Clients
8
AUM
$185.5M
Government Entity Clients
1
AUM
$13.5M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLANHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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