Lowery Thomas LLC

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Assets, Funds, Holdings

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CAFR Data
Lowery Thomas LLC
CRD #110058
SEC #801-58206
CIK #
AUM $189.3 MM (40% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone415-227-9800
Address220 Montgomery Street
San Francisco, CA 94104
Source [IAPD] [Website]
Total AUM ($MM)
190152114763802000200620132020
Comparable Firms State AUM ($BB)
Gradient Securities LLC
MN 0.2
Compass Financial Advisors LLC
IN 0.2
Elliott Cove Capital Management LLC
WA 0.2
Dental Wealth Advisors LLC
WA 0.2
Garden State Investment Advisory Services LLC
NJ 0.2
Mystic Asset Management Inc
RI 0.2
Todo Capital LLC
0.2
Taylor Frigon Capital Management LLC
CA 0.2
River Capital Advisors LC
FL 0.2
Sovereign Wealth Advisors Inc
WA 0.2
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