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Brian D. Lowder, Inc.
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San Diego, California
$302.4 million AUM
1 office

Brian D. Lowder, Inc. is based in San Diego, California and has $302.4 million in assets under management.

Location
12780 High Bluff Drive, Suite 100
San Diego, CA 92130
Contact
$302.4 million
AUM
4
Employees
AUM Share
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$302,435,474
Assets under management
618 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 87 $22,267,592 7% $255,949
High net worth individuals 107 $277,583,702 92% $2,594,240
Charitable organizations Fewer than 5 clients $1,876,996
Other corporations or businesses Fewer than 5 clients $707,184
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$302,435,474
Assets under management
$75,608,868
AUM per employee
$100,811,825
AUM per investment analyst
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Compensation

Brian D. Lowder, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Brian D. Lowder, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 105,972
SEC number 801-27745
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date April 01, 2020

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