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William Hamilton Lowell

LOWELL AND COMPANY INC·LUBBOCK, Texas
Unclaimed Profile
4021 84TH, LUBBOCK, TX 79423CRD# 1158722Firm CRD# 24913
01

About

William Hamilton Lowell is a registered financial advisor based in LUBBOCK, Texas, affiliated with LOWELL AND COMPANY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LOWELL AND COMPANY INC
LOWELL WEALTH MANAGEMENT
AUM
$33M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at LOWELL AND COMPANY INC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 1158722
Firm CRD# 24913
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Hamilton Lowell offer?
William Hamilton Lowell specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are William Hamilton Lowell's credentials?
William Hamilton Lowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Hamilton Lowell located?
William Hamilton Lowell is based in LUBBOCK, Texas, working with LOWELL AND COMPANY INC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does William Hamilton Lowell charge for services?
William Hamilton Lowell's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOWELL AND COMPANY INC?
LOWELL AND COMPANY INC has approximately 11 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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