Unclaimed Profile

James Hale Lowell

LOWELL BLAKE & ASSOCIATES INC.·BOSTON, Massachusetts

Clean record32 years registeredLOWELL BLAKE & ASSOCIATES INC.

141 TREMONT STREET, BOSTON, MA 02111-1209CRD# 2295512Firm CRD# 105127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Hale Lowell · BOSTON, MA

Registration

CRD #2295512 · LOWELL BLAKE & ASSOCIATES INC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOWELL BLAKE & ASSOCIATES INC.

LOWELL BLAKE & ASSOCIATES INC.

Apr 1994 – Oct 2023

BOSTON, MA

Registrations & Exams

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOWELL BLAKE & ASSOCIATES INC.

CRD 105127 · SEC 801-9892

AUM

$597M

Regulatory assets under management

Employees

432 client accounts

Services offered by LOWELL BLAKE & ASSOCIATES INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LOWELL BLAKE & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does James Hale Lowell offer?

James Hale Lowell specializes in Investment Management.

What are James Hale Lowell's credentials?

James Hale Lowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Hale Lowell located?

James Hale Lowell is based in BOSTON, Massachusetts, last registered with LOWELL BLAKE & ASSOCIATES INC..

How does James Hale Lowell charge for services?

James Hale Lowell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: trustee fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOWELL BLAKE & ASSOCIATES INC.?

LOWELL BLAKE & ASSOCIATES INC. has approximately 8 employees and manages $597M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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