Lowell Blake & Associates Inc.

Lowell Blake & Associates Inc. (CRD# 105127) is a financial advisory firm headquartered in Boston, MA. They manage $508,011,254 in 470 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $1,080,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CT, MA, NH, NY, RI, TX, VT

Financial Advisors at Lowell Blake & Associates Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Mark R. Maccallum
CRD#: 2614297
141 Tremont Street, Boston, MA 02111
93
Wealthminder
score

Mark Maccallum (CRD# 2614297) is an Investment Advisor Representative working at Lowell Blake & Associates Inc. in Boston, MA and has over 23 years of experience in the finance industry.

2
Diana B. Malcom
CRD#: 4541633
141 Tremont Street, Boston, MA 02111
93
Wealthminder
score

Diana Malcom (CRD# 4541633) is an Investment Advisor Representative working at Lowell Blake & Associates Inc. in Boston, MA and has over 17 years of experience in the finance industry.

3
James Balfour
CRD#: 6883255
141 Tremont Street, Suite 200, Boston, MA 02111
90
Wealthminder
score

James Balfour (CRD# 6883255) is an Investment Advisor Representative working at Lowell Blake & Associates Inc. in Boston, MA and has 1 year of experience in the finance industry.

4
David H. Polansky
CRD#: 6714671
141 Tremont Street, Suite 200, Boston, MA 02111
88
Wealthminder
score

David Polansky (CRD# 6714671) is an Investment Advisor Representative working at Lowell Blake & Associates Inc. in Boston, MA and has 1 year of experience in the finance industry.

5
James H. Lowell
CRD#: 2295512
141 Tremont Street, Boston, MA 02111
87
Wealthminder
score

James Lowell (CRD# 2295512) is an Investment Advisor Representative working at Lowell Blake & Associates Inc. in Boston, MA and has 1 year of experience in the finance industry.

6
John T. Delaney
CRD#: 4733528
141 Tremont Street, Suite 200, Boston, MA 02111
81
Wealthminder
score

John Delaney (CRD# 4733528) is an Investment Advisor Representative working at Lowell Blake & Associates Inc. in Boston, MA and has over 14 years of experience in the finance industry.

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