LOWERY THOMAS, LLC

3 registered advisors·CRD# 110058

SEC# 801-582063831-230-6380

01

Firm Overview

AUM

$289M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LOWERY THOMAS, LLC

3 registered advisors

David James Lowery

SAN FRANCISCO, California

Kenneth Grant Cala

SAN FRANCISCO, California

Mark Thomas Vicencio

SAN FRANCISCO, California

05

Office Locations

SAN FRANCISCO, California

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Data sourced from SEC Form ADV filings. LOWERY THOMAS, LLC (CRD# 110058) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.