LOWELL BLAKE & ASSOCIATES INC.

BOSTON, Massachusetts·8 registered advisors·CRD# 105127
SEC# 801-98920(617) 422-0064
01

Firm Overview

AUM
$597M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: TRUSTEE FEES
03

Specialties

Investment Management
04

Advisors at LOWELL BLAKE & ASSOCIATES INC.

8 registered advisors
Carrie Anne Endries
BOSTON, Massachusetts
David Hart Polansky
BOSTON, Massachusetts
Diana Bliss Malcom
BOSTON, Massachusetts
James Hale Lowell
BOSTON, Massachusetts
Jessica C. Welch
BOSTON, Massachusetts
John Timothy Delaney
BOSTON, Massachusetts
Mark Randall Maccallum
BOSTON, Massachusetts
Patrick Brookman Mccoy
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
8 advisors

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Data sourced from SEC Form ADV filings. LOWELL BLAKE & ASSOCIATES INC. (CRD# 105127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.