1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LOWIN, LEEAM

Map pin
Phone203-661-6020
NotebookSEC #801-74418
Total AUM
$94.7M
Employees
1
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
203-661-6020

ReceiptFinancials

Total AUM
$94.7M
Accounts
21
Discretionary
$73.8M
Accounts
14
Non-Discretionary
$20.9M
Accounts
7

ContactClients

View more in analytics →

HNW Individual Clients
17
AUM
$75M
Corporation or Business Clients
1
AUM
$19.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account