Lowell Capital Management, LLC

Lowell Capital Management, LLC (CRD# 126732) is a financial advisory firm headquartered in El Segundo, CA. They manage $19,660,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $19,660,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

CA

Financial Advisors at Lowell Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James E. Zimmerman
CRD#: 1327821
400 Continental Blvd., El Segundo, CA 90245
93
Wealthminder
score

James Zimmerman (CRD# 1327821) is an Investment Advisor Representative working at Lowell Capital Management, LLC in El Segundo, CA and has over 22 years of experience in the finance industry.

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