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Brian D. Lowder, Inc.

● SEC registered since 1986CRD 105972SEC# 801-27745San Diego, CA
Export (members)
Reg. AUM
$370.3M
Employees
3
Accounts
657
Location
San Diego, CA

Brian D. Lowder, Inc. assets under management

Brian D. Lowder, Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1986. It reports $370.3 million in regulatory assets under management and employs 3 people.
bdlowder.comView on SEC.gov ↗

Brian D. Lowder, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian Dale Lowder ControlPresident, Chief Compliance OfficerOver 75%1986

Frequently asked questions

How much does Brian D. Lowder, Inc. manage?

Brian D. Lowder, Inc. reports $370.3 million in regulatory assets under management on its Form ADV.

How many employees does Brian D. Lowder, Inc. have?

Brian D. Lowder, Inc. reports 3 employees.

Where is Brian D. Lowder, Inc. located?

Brian D. Lowder, Inc. is based in San Diego, CA and has been SEC-registered since 1986.

Does Brian D. Lowder, Inc. disclose fund performance?

Brian D. Lowder, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12760 High Bluff Drive, Suite 370, San Diego, CA 92130-2068
Phone858-794-6800
Fax858-794-6906
Office hours7a.m. - 4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$370.3M
Non-discretionary$0
Total (RAUM)$370.3M