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David James Lowery

LOWERY THOMAS, LLC·SAN FRANCISCO, California
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220 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2704968Firm CRD# 110058
01

About

David James Lowery is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LOWERY THOMAS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LOWERY THOMAS, LLC
LOWERY THOMAS, LLC
AUM
$289M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LOWERY THOMAS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2704968
Firm CRD# 110058
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David James Lowery offer?
David James Lowery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are David James Lowery's credentials?
David James Lowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Lowery located?
David James Lowery is based in SAN FRANCISCO, California, working with LOWERY THOMAS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does David James Lowery charge for services?
David James Lowery's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOWERY THOMAS, LLC?
LOWERY THOMAS, LLC has approximately 6 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LOWERY THOMAS, LLC

Mark Thomas Vicencio
SAN FRANCISCO, CA
Kenneth Grant Cala
SAN FRANCISCO, CA

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Research
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