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Building 2LOWELL ROAD ASSET MANAGEMENT, INC.

Map pinMANHASSET, NY
Phone516-767-1099
NotebookSEC #801-80157
Total AUM
$50.3M
Employees
2
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1295 NORTHERN BOULEVARD
SUITE 24
MANHASSET
NY 11030
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
516-767-1099
Other Offices
1

ReceiptFinancials

Total AUM
$50.3M
Accounts
120
Discretionary
$25.1M
Accounts
78
Non-Discretionary
$25.1M
Accounts
42

ContactClients

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Individual Clients
55
AUM
$7.4M
HNW Individual Clients
65
AUM
$42.5M
Corporation or Business Clients
1
AUM
$350.1K

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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