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Building 2LD LOWE WEALTH ADVISORY

Map pinRICHARDSON, TX
Phone972-335-2523
NotebookSEC #801-64775
Total AUM
$118.8M
Employees
8
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 EAST CAMPBELL ROAD
SUITE 200
RICHARDSON
TX 75081
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
972-335-2523

ReceiptFinancials

Total AUM
$118.8M
Accounts
677
Discretionary
$118.8M
Accounts
677
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
238
AUM
$74M
HNW Individual Clients
26
AUM
$44.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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