LOWELL BLAKE & ASSOCIATES INC.
CRD #105127 SEC #801-9892 BOSTON, MA (617) 422-0064
SEC Registered
Total AUM
$596.6M
Discretionary
$544.8M
Employees
8
Clients
1
Accounts
432
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $596.6M | $544.8M | $51.7M | 8 | 0 |
| Jan 2023 | $763.7M | $387.4M | $376.3M | 9 | 0 |
| Mar 2022 | $763.7M | $387.4M | $376.3M | 9 | 0 |
| Nov 2021 | $680.3M | $233.9M | $446.4M | 11 | 35 |
| Oct 2021 | $680.3M | $233.9M | $446.4M | 11 | 35 |
| Oct 2021 | $680.3M | $233.9M | $446.4M | 11 | 35 |
| Jun 2021 | $680.3M | $233.9M | $446.4M | 11 | 35 |
| Mar 2021 | $680.3M | $233.9M | $446.4M | 11 | 35 |
| Jun 2020 | $607.9M | $128.3M | $479.6M | 11 | 35 |
| May 2020 | $607.9M | $128.3M | $479.6M | 11 | 35 |
| Mar 2020 | $607.9M | $128.3M | $479.6M | 11 | 35 |
| Nov 2019 | $516.5M | $63.8M | $452.7M | 10 | 34 |
| Aug 2019 | $516.5M | $63.8M | $452.7M | 10 | 34 |
| Apr 2019 | $516.5M | $63.8M | $452.7M | 10 | 34 |
| Mar 2019 | $516.5M | $63.8M | $452.7M | 10 | 34 |
| Mar 2018 | $535.4M | $13.7M | $521.7M | 10 | 415 |
| Nov 2017 | $508M | $5.8M | $502.2M | 9 | 4 |
| Sep 2017 | $508M | $5.8M | $502.2M | 11 | 470 |
| May 2017 | $508M | $5.8M | $502.2M | 11 | 470 |
| Mar 2017 | $508M | $5.8M | $502.2M | 11 | 470 |
| Nov 2016 | $581.4M | $5.9M | $575.5M | 8 | 500 |
| May 2016 | $581.4M | $5.9M | $575.5M | 8 | 500 |
| Mar 2016 | $581.4M | $5.9M | $575.5M | 8 | 500 |
| Nov 2015 | $671.2M | $0 | $671.2M | 9 | 500 |
| Mar 2015 | $671.2M | $0 | $671.2M | 9 | 500 |
| Mar 2014 | $684.2M | $0 | $684.2M | 9 | 600 |
| May 2013 | $630.4M | $0 | $630.4M | 9 | 500 |
| Mar 2013 | $630.4M | $0 | $630.4M | 9 | 500 |
| Mar 2012 | $624.6M | $0 | $624.6M | 11 | 500 |
| May 2011 | $617.1M | $0 | $617.1M | -- | -- |
| May 2011 | $617.1M | $0 | $617.1M | -- | -- |
| Mar 2011 | $617.1M | $0 | $617.1M | -- | -- |
| Jun 2010 | $554.1M | $0 | $554.1M | -- | -- |
| May 2010 | $554.1M | $0 | $554.1M | -- | -- |
| Apr 2009 | $510.7M | $0 | $510.7M | -- | -- |
| Mar 2009 | $510.7M | $0 | $510.7M | -- | -- |
| Mar 2008 | $619.6M | $0 | $619.6M | -- | -- |
| Apr 2007 | $538.6M | $0 | $538.6M | -- | -- |
| Mar 2007 | $538.6M | $0 | $538.6M | -- | -- |
| Mar 2006 | $562.1M | $0 | $562.1M | -- | -- |
| Oct 2005 | $612.6M | $0 | $612.6M | -- | -- |
| Sep 2005 | $612.6M | $0 | $612.6M | -- | -- |
| Mar 2004 | $559.3M | $0 | $559.3M | -- | -- |
| Mar 2002 | $587.4M | $0 | $587.4M | -- | -- |
DateMar 2023
Total AUM$596.6M
Discretionary$544.8M
Non-Disc.$51.7M
Employees8
Clients0
DateJan 2023
Total AUM$763.7M
Discretionary$387.4M
Non-Disc.$376.3M
Employees9
Clients0
DateMar 2022
Total AUM$763.7M
Discretionary$387.4M
Non-Disc.$376.3M
Employees9
Clients0
DateNov 2021
Total AUM$680.3M
Discretionary$233.9M
Non-Disc.$446.4M
Employees11
Clients35
DateOct 2021
Total AUM$680.3M
Discretionary$233.9M
Non-Disc.$446.4M
Employees11
Clients35
DateOct 2021
Total AUM$680.3M
Discretionary$233.9M
Non-Disc.$446.4M
Employees11
Clients35
DateJun 2021
Total AUM$680.3M
Discretionary$233.9M
Non-Disc.$446.4M
Employees11
Clients35
DateMar 2021
Total AUM$680.3M
Discretionary$233.9M
Non-Disc.$446.4M
Employees11
Clients35
DateJun 2020
Total AUM$607.9M
Discretionary$128.3M
Non-Disc.$479.6M
Employees11
Clients35
DateMay 2020
Total AUM$607.9M
Discretionary$128.3M
Non-Disc.$479.6M
Employees11
Clients35
DateMar 2020
Total AUM$607.9M
Discretionary$128.3M
Non-Disc.$479.6M
Employees11
Clients35
DateNov 2019
Total AUM$516.5M
Discretionary$63.8M
Non-Disc.$452.7M
Employees10
Clients34
DateAug 2019
Total AUM$516.5M
Discretionary$63.8M
Non-Disc.$452.7M
Employees10
Clients34
DateApr 2019
Total AUM$516.5M
Discretionary$63.8M
Non-Disc.$452.7M
Employees10
Clients34
DateMar 2019
Total AUM$516.5M
Discretionary$63.8M
Non-Disc.$452.7M
Employees10
Clients34
DateMar 2018
Total AUM$535.4M
Discretionary$13.7M
Non-Disc.$521.7M
Employees10
Clients415
DateNov 2017
Total AUM$508M
Discretionary$5.8M
Non-Disc.$502.2M
Employees9
Clients4
DateSep 2017
Total AUM$508M
Discretionary$5.8M
Non-Disc.$502.2M
Employees11
Clients470
DateMay 2017
Total AUM$508M
Discretionary$5.8M
Non-Disc.$502.2M
Employees11
Clients470
DateMar 2017
Total AUM$508M
Discretionary$5.8M
Non-Disc.$502.2M
Employees11
Clients470
DateNov 2016
Total AUM$581.4M
Discretionary$5.9M
Non-Disc.$575.5M
Employees8
Clients500
DateMay 2016
Total AUM$581.4M
Discretionary$5.9M
Non-Disc.$575.5M
Employees8
Clients500
DateMar 2016
Total AUM$581.4M
Discretionary$5.9M
Non-Disc.$575.5M
Employees8
Clients500
DateNov 2015
Total AUM$671.2M
Discretionary$0
Non-Disc.$671.2M
Employees9
Clients500
DateMar 2015
Total AUM$671.2M
Discretionary$0
Non-Disc.$671.2M
Employees9
Clients500
DateMar 2014
Total AUM$684.2M
Discretionary$0
Non-Disc.$684.2M
Employees9
Clients600
DateMay 2013
Total AUM$630.4M
Discretionary$0
Non-Disc.$630.4M
Employees9
Clients500
DateMar 2013
Total AUM$630.4M
Discretionary$0
Non-Disc.$630.4M
Employees9
Clients500
DateMar 2012
Total AUM$624.6M
Discretionary$0
Non-Disc.$624.6M
Employees11
Clients500
DateMay 2011
Total AUM$617.1M
Discretionary$0
Non-Disc.$617.1M
Employees--
Clients--
DateMay 2011
Total AUM$617.1M
Discretionary$0
Non-Disc.$617.1M
Employees--
Clients--
DateMar 2011
Total AUM$617.1M
Discretionary$0
Non-Disc.$617.1M
Employees--
Clients--
DateJun 2010
Total AUM$554.1M
Discretionary$0
Non-Disc.$554.1M
Employees--
Clients--
DateMay 2010
Total AUM$554.1M
Discretionary$0
Non-Disc.$554.1M
Employees--
Clients--
DateApr 2009
Total AUM$510.7M
Discretionary$0
Non-Disc.$510.7M
Employees--
Clients--
DateMar 2009
Total AUM$510.7M
Discretionary$0
Non-Disc.$510.7M
Employees--
Clients--
DateMar 2008
Total AUM$619.6M
Discretionary$0
Non-Disc.$619.6M
Employees--
Clients--
DateApr 2007
Total AUM$538.6M
Discretionary$0
Non-Disc.$538.6M
Employees--
Clients--
DateMar 2007
Total AUM$538.6M
Discretionary$0
Non-Disc.$538.6M
Employees--
Clients--
DateMar 2006
Total AUM$562.1M
Discretionary$0
Non-Disc.$562.1M
Employees--
Clients--
DateOct 2005
Total AUM$612.6M
Discretionary$0
Non-Disc.$612.6M
Employees--
Clients--
DateSep 2005
Total AUM$612.6M
Discretionary$0
Non-Disc.$612.6M
Employees--
Clients--
DateMar 2004
Total AUM$559.3M
Discretionary$0
Non-Disc.$559.3M
Employees--
Clients--
DateMar 2002
Total AUM$587.4M
Discretionary$0
Non-Disc.$587.4M
Employees--
Clients--