LOWELL AND COMPANY INC

LOWELL WEALTH MANAGEMENT
LUBBOCK, Texas·1 registered advisor·CRD# 24913
SEC# 801-69460806-747-2644
01

Firm Overview

AUM
$33M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LOWELL AND COMPANY INC

1 registered advisor
William Hamilton Lowell
LUBBOCK, Texas
05

Office Locations

LUBBOCK, Texas
1 advisor

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Data sourced from SEC Form ADV filings. LOWELL AND COMPANY INC (CRD# 24913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.