AdvisorOS Directory
Claim Profile
KC

Kenneth Grant Cala

LOWERY THOMAS, LLC·SAN FRANCISCO, California
Unclaimed Profile
220 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 4357683Firm CRD# 110058
01

About

Kenneth Grant Cala 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

Speak with Kenneth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenneth is the right fit? Take our 2-minute quiz →

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# 4357683
Firm CRD# 110058
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kenneth Grant Cala offer?
Kenneth Grant Cala specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Kenneth Grant Cala's credentials?
Kenneth Grant Cala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Grant Cala located?
Kenneth Grant Cala 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 Kenneth Grant Cala charge for services?
Kenneth Grant Cala'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LOWERY THOMAS, LLC

Mark Thomas Vicencio
SAN FRANCISCO, CA
David James Lowery
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Lynn Barbara Spang
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile