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| Brian Low Financial Group LLC
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| |
|---|---|
| CRD # | 306346 |
| SEC # | 801-126895 |
| CIK # | |
| AUM | $149.5 MM (2024-03-27) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 225-292-4225 |
| Address | 4463 Bluebonnet Boulevard Baton Rouge, LA 70809 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 742 | 129.3 |
| (b) Individuals (high net worth individuals) | 10 | 20.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 149.5 |
| By Discretionary | ||
| Discretionary | 1,061 | 149.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,061 | 149.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.5 | |
| Total | 1,061 | 149.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trueman Brown LLC
✚
|
IL | 0.1 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.1 |
|
Florian Financial Group LLC
✚
|
NY | 0.1 |
|
JE Simmons & Co PC
✚
|
TX | 0.1 |
|
Aldebaran Capital LLC
✚
|
IN | 0.1 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.1 |
|
Gould Capital LLC
✚
|
WA | 0.1 |
|
Capital A Wealth Management LLC
✚
|
PA | 0.1 |
|
Rockhill Advisors LLC
✚
|
ID | 0.1 |
|
Granite Financial Group LLC
✚
|
WI | 0.1 |