LOWERY ASSET CONSULTING, LLC
CRD #121712 SEC #801-61335 CHICAGO, IL (312) 759-2314
SEC Registered
Total AUM
$917M
Discretionary
$0
Employees
9
Clients
26
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $917M | $0 | $917M | 9 | 65 |
| Jun 2020 | $806M | $0 | $806M | 9 | 65 |
| Mar 2020 | $806M | $0 | $806M | 9 | 65 |
| Oct 2019 | $732.3M | $0 | $732.3M | 10 | 65 |
| Mar 2019 | $732.3M | $0 | $732.3M | 10 | 65 |
| Mar 2018 | $736.2M | $0 | $736.2M | 11 | 59 |
| Mar 2017 | $391.2M | $0 | $391.2M | 11 | 100 |
| Mar 2016 | $315.3M | $0 | $315.3M | 12 | 100 |
| Mar 2015 | $270.9M | $0 | $270.9M | 12 | 100 |
| Mar 2014 | $250M | $0 | $250M | 12 | 114 |
| Dec 2013 | $231.1M | $0 | $231.1M | 12 | 103 |
| Jul 2013 | $231.1M | $0 | $231.1M | 12 | 103 |
| Mar 2013 | $231.1M | $0 | $231.1M | 12 | 103 |
| Oct 2012 | $383.3M | $0 | $383.3M | 14 | 144 |
| May 2012 | $383.3M | $0 | $383.3M | 11 | 144 |
| Mar 2012 | $383.3M | $0 | $383.3M | 11 | 144 |
| Mar 2011 | $345.3M | $0 | $345.3M | -- | -- |
| Mar 2009 | $267.6M | $0 | $267.6M | -- | -- |
DateMar 2021
Total AUM$917M
Discretionary$0
Non-Disc.$917M
Employees9
Clients65
DateJun 2020
Total AUM$806M
Discretionary$0
Non-Disc.$806M
Employees9
Clients65
DateMar 2020
Total AUM$806M
Discretionary$0
Non-Disc.$806M
Employees9
Clients65
DateOct 2019
Total AUM$732.3M
Discretionary$0
Non-Disc.$732.3M
Employees10
Clients65
DateMar 2019
Total AUM$732.3M
Discretionary$0
Non-Disc.$732.3M
Employees10
Clients65
DateMar 2018
Total AUM$736.2M
Discretionary$0
Non-Disc.$736.2M
Employees11
Clients59
DateMar 2017
Total AUM$391.2M
Discretionary$0
Non-Disc.$391.2M
Employees11
Clients100
DateMar 2016
Total AUM$315.3M
Discretionary$0
Non-Disc.$315.3M
Employees12
Clients100
DateMar 2015
Total AUM$270.9M
Discretionary$0
Non-Disc.$270.9M
Employees12
Clients100
DateMar 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees12
Clients114
DateDec 2013
Total AUM$231.1M
Discretionary$0
Non-Disc.$231.1M
Employees12
Clients103
DateJul 2013
Total AUM$231.1M
Discretionary$0
Non-Disc.$231.1M
Employees12
Clients103
DateMar 2013
Total AUM$231.1M
Discretionary$0
Non-Disc.$231.1M
Employees12
Clients103
DateOct 2012
Total AUM$383.3M
Discretionary$0
Non-Disc.$383.3M
Employees14
Clients144
DateMay 2012
Total AUM$383.3M
Discretionary$0
Non-Disc.$383.3M
Employees11
Clients144
DateMar 2012
Total AUM$383.3M
Discretionary$0
Non-Disc.$383.3M
Employees11
Clients144
DateMar 2011
Total AUM$345.3M
Discretionary$0
Non-Disc.$345.3M
Employees--
Clients--
DateMar 2009
Total AUM$267.6M
Discretionary$0
Non-Disc.$267.6M
Employees--
Clients--