Lowery Thomas, LLC
Lowery Thomas, LLC (CRD# 110058) is a financial advisory firm headquartered in Pebble Beach, CA. They manage $289,243,707 in 595 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management289MILLION
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Total Number of Accounts595ACCOUNTS
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Average Account Value$486,124
- A percentage of assets under your management
- 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
CA, NH, TX
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 23 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.
Kenneth Cala (CRD# 4357683) is an Investment Advisor Representative working at Lowery Thomas, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.
David Lowery (CRD# 2704968) is an Investment Advisor Representative working at Lowery Thomas, LLC in Lafayette, CA and has over 28 years of experience in the finance industry.