Lowell Wealth Management
Lowell Wealth Management (CRD# 24913) is a financial advisory firm headquartered in Lubbock, TX. They manage $33,660,753 in 146 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management34MILLION
-
Total Number of Accounts146ACCOUNTS
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Average Account Value$230,553
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
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Lowell Wealth Management
No Advisor Found.
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