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Lowery Thomas LLC
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CRD # | 110058 |
SEC # | 801-58206 |
CIK # | 0001919701 |
AUM | $262.8 MM (2023-03-06) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 415-227-9800 |
Address | 220 Montgomery Street San Francisco, CA 94104 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 78 | 19.0 |
(b) Individuals (high net worth individuals) | 98 | 241.4 |
(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 | 2.4 |
(n) Other | 0 | 0.0 |
Total | 604 | 262.8 |
By Discretionary | ||
Discretionary | 299 | 139.1 |
Non-Discretionary | 305 | 123.8 |
Total | 604 | 262.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 262.8 | |
Total | 604 | 262.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001919701] |
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|
CA | 0.3 |
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Personal Financial Profiles Inc
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Yukon Wealth Management Inc
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Accretive Wealth Partners LLC
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NJ | 0.3 |
Lifesteps Financial Inc
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CA | 0.3 |
Cadence Wealth Management LLC
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MA | 0.3 |
Longview Financial Advisors LLC
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CA | 0.3 |
Pinion Investment Advisors LLC
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KS | 0.3 |
Grey Rock Asset Management LLC
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|
TX | 0.3 |