Alan Loewy, financial advisor Deerfield IL

Alan Loewy

CRD Number: 4960252
Current Firm: Avocet Capital Management LLC
Compensation Model: Fee Only

Alan Loewy (CRD# 4960252) is an Investment Advisor Representative working at Avocet Capital Management LLC in Deerfield, IL and has over 12 years of experience in the finance industry.

 

Avocet Capital, an independent advisor, is a multi-family investment office anchored by families with established wealth and supporting those with emerging wealth.

Based upon the practical experience of sophisticated investors, Avocet Capital manages money with a pragmatic approach.

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Company Name Location Dates Years
Avocet Capital Management LLC Chicago, IL Mar 2011 - Current 9
J.p.morgan Securities Inc. Chicago, IL Dec 2008 - Feb 2011 2
Jpmorgan Chase Bank Chicago, IL Dec 2008 - Feb 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Alan Loewy
Phone Number: 312-925-0152
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $530,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

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Data verified by both the advisor and the public regulatory data.

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