Lowery Thomas, LLC
Lowery Thomas, LLC (CRD# 110058) is a financial advisory firm headquartered in San Francisco, CA. They manage $216,036,044 in 499 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management216MILLION
Total Number of Accounts499ACCOUNTS
Average Account Value$432,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NH, TX
Kenneth Cala (CRD# 4357683) is an Investment Advisor Representative working at Lowery Thomas, LLC in San Francisco, CA and has over 19 years of experience in the finance industry. Kenneth Cala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Lowery (CRD# 2704968) is an Investment Advisor Representative working at Lowery Thomas, LLC in Lafayette, CA and has over 24 years of experience in the finance industry.
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 17 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.
Lowery Thomas, LLC specializes in employee stock option planning for individuals working for technology companies. As a wealth managment firm, we help our clients in all phases of the stock option process from initial grant to developing a plan for stock accumulation, liquidation and diversification.