LOWELL ROAD ASSET MANAGEMENT, INC.

MANHASSET, New York·1 registered advisor·CRD# 164370
SEC# 801-801571516-767-1099
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at LOWELL ROAD ASSET MANAGEMENT, INC.

1 registered advisor
Todd Michael Greenberg
MANHASSET, New York
05

Office Locations

MANHASSET, New York
1 advisor

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Data sourced from SEC Form ADV filings. LOWELL ROAD ASSET MANAGEMENT, INC. (CRD# 164370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.