Lowell Road Asset Management, Inc.
Lowell Road Asset Management, Inc. (CRD# 164370) is a financial advisory firm headquartered in Manhasset, NY. They manage $39,166,438 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lowell Road Asset Management, Inc.
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts119ACCOUNTS
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Average Account Value$329,130
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Lowell Road Asset Management, Inc.
1
Todd Greenberg (CRD# 2711418) is an Investment Advisor Representative working at Lowell Road Asset Management, Inc. in Manhasset, NY and has over 28 years of experience in the finance industry.
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