LOWELL AND COMPANY INC
Legal name: LOWELL WEALTH MANAGEMENT
CRD #24913 SEC #801-69460 LUBBOCK, TX 806-747-2644
SEC Registered Broker-Dealer Disclosures
Total AUM
$33.2M
Discretionary
$33.2M
Employees
11
Clients
1
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $33.2M | $33.2M | $0 | 11 | 168 |
| Mar 2011 | $35.5M | $35.5M | $0 | -- | -- |
| May 2009 | $28M | $28M | $0 | 5 | -- |
| Apr 2009 | $28M | $28M | $0 | 5 | -- |
| Mar 2009 | $28M | $28M | $0 | 5 | -- |
DateMar 2012
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees11
Clients168
DateMar 2011
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--