Brian D. Lowder, Inc.

Brian D. Lowder, Inc. (CRD# 105972) is a financial advisory firm headquartered in San Diego, CA. They manage $349,174,363 in 644 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12780 High Bluff Drive, Suite 100, San Diego, CA 92130
http://bdlowder.com
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $542,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Brian D. Lowder, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael Kinnear, financial advisor San Diego CA
Michael G. Kinnear
CRD#: 4277225
12780 High Bluff Drive, Suite 100, San Diego, CA 92130

Michael Kinnear (CRD# 4277225) is an Investment Advisor Representative working at Brian D. Lowder, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

2
Brian Lowder, financial advisor San Diego CA
Brian D. Lowder
CRD#: 1351372
Suite 100, 12780 High Bluff Drive, San Diego, CA 92130

Brian Lowder (CRD# 1351372) is an Investment Advisor Representative working at Brian D. Lowder, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

3
Clinton Winey, financial advisor San Diego CA
Clinton D. Winey
CRD#: 5017231
Suite 100, 12780 High Bluff Drive, San Diego, CA 92130

Clinton Winey (CRD# 5017231) is an Investment Advisor Representative working at Brian D. Lowder, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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