LOWE & ASSOCIATES FINANCIAL SERVICES LTD.
Legal name: LOWE FS
CRD #122214 SEC #801-69635 COLUMBIA, MD 443-766-7160
SEC Registered
Total AUM
$215.7M
Discretionary
$130M
Employees
10
Clients
101
Accounts
760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $215.7M | $130M | $85.7M | 10 | -- |
| Jan 2011 | $129.2M | $118.4M | $10.9M | 10 | -- |
| Aug 2010 | $129.2M | $118.4M | $10.9M | 10 | -- |
| Mar 2010 | $129.2M | $118.4M | $10.9M | 5 | -- |
| Feb 2009 | $93.7M | $85M | $8.7M | 5 | -- |
| Sep 2008 | $109M | $97.5M | $11.5M | 5 | -- |
DateApr 2011
Total AUM$215.7M
Discretionary$130M
Non-Disc.$85.7M
Employees10
Clients--
DateJan 2011
Total AUM$129.2M
Discretionary$118.4M
Non-Disc.$10.9M
Employees10
Clients--
DateAug 2010
Total AUM$129.2M
Discretionary$118.4M
Non-Disc.$10.9M
Employees10
Clients--
DateMar 2010
Total AUM$129.2M
Discretionary$118.4M
Non-Disc.$10.9M
Employees5
Clients--
DateFeb 2009
Total AUM$93.7M
Discretionary$85M
Non-Disc.$8.7M
Employees5
Clients--
DateSep 2008
Total AUM$109M
Discretionary$97.5M
Non-Disc.$11.5M
Employees5
Clients--