Alan Loewy
CRD Number: 4960252Current Firm: Avocet Capital Management LLC
Compensation Model: Fee Only
Alan Loewy (CRD# 4960252) is an Investment Advisor Representative working at Avocet Capital Management LLC in Deerfield, IL and has over 12 years of experience in the finance industry.
Avocet Capital, an independent advisor, is a multi-family investment office anchored by families with established wealth and supporting those with emerging wealth.
Based upon the practical experience of sophisticated investors, Avocet Capital manages money with a pragmatic approach.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avocet Capital Management LLC | Chicago, IL | Mar 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
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Total Assets Under Management116MILLIONS
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Total Number of Accounts159ACCOUNTS
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Average Account Value$727,946
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IL
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