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| Happy Holidays!! thanks for using AUM13F!! |
| Brian D Lowder Inc
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|---|---|
| CRD # | 105972 |
| SEC # | 801-27745 |
| CIK # | |
| AUM | $370.3 M (2025-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 858-794-6800 |
| Address | 12780 High Bluff Drive, Suite 100 San Diego, CA 92130-2068 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 28.3 |
| (b) Individuals (high net worth individuals) | 114 | 341.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 370.3 |
| By Discretionary | ||
| Discretionary | 657 | 370.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 657 | 370.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.3 | |
| Total | 657 | 370.3 |
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|---|---|---|
|
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✚
|
FL | 0.4 |
|
Fifth Force Management LLC
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TX | 0.4 |
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NM | 0.4 |
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Hardin Capital Partners LLC
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SC | 0.4 |
|
Antman Lester Murray
✚
|
0.4 | |
|
H I A - Helvetia Investment Advisors Sa
✚
|
0.4 | |
|
Hall Capital Management Company Inc
✚
|
RI | 0.4 |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 0.4 |
|
Taylor Financial Group Inc
✚
|
VA | 0.4 |
|
Wittenberg Investment Management Inc
✚
|
0.4 |