Lowery Asset Consulting LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Lowery Asset Consulting LLC ✚
CRD #	121712
SEC #	801-61335
CIK #
AUM
Employees	9 (100% Investors, 0% Brokers)
Phone	312-759-2314
Address	20 North Wacker Drive Chicago, IL 60606
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	100	0.0
(b) Individuals (high net worth individuals)	56	0.7
(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	8	0.2
(i) State or municipal government entities	1	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	0.0
(n) Other	0	0.0
Total	520	0.9
By Discretionary
Discretionary	0	0.0
Non-Discretionary	520	0.9
Total	520	0.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.9
Total	520	0.9

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