Investment adviser · CRD 24913

LOWELL WEALTH MANAGEMENT

Investment adviser filing (IA)

LOWELL AND COMPANY INC

LUBBOCK, TX, United States · Form ADV filed Mar 30, 2012

Regulatory AUM
$33.2M
Form ADV · Item 5.F
Client accounts
168
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions · Performance-based

Principal office

4021 84TH, SUITE 100
LUBBOCK, TX, 79423, United States

CRD 24913

Filing source

Form ADV 636039 · Mar 30, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.