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Brian Low Financial Group, LLC

● SEC registered since 2022CRD 306346SEC# 801-126895Baton Rouge, LA
Export (members)
Reg. AUM
$184.2M
Employees
8
Accounts
809
Location
Baton Rouge, LA

Brian Low Financial Group, LLC assets under management

Brian Low Financial Group, LLC operates as an SEC-registered investment adviser based in Baton Rouge, LA. The firm has been registered since 2022. It reports $184.2 million in regulatory assets under management and employs 8 people.
www.brianlowfinancial.com/index.phpView on SEC.gov ↗

Brian Low Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Wesley Low ControlManaging MemberOver 75%2008
Christine Marie HerouxChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Brian Low Financial Group, LLC manage?

Brian Low Financial Group, LLC reports $184.2 million in regulatory assets under management on its Form ADV.

How many employees does Brian Low Financial Group, LLC have?

Brian Low Financial Group, LLC reports 8 employees.

Where is Brian Low Financial Group, LLC located?

Brian Low Financial Group, LLC is based in Baton Rouge, LA and has been SEC-registered since 2022.

Does Brian Low Financial Group, LLC disclose fund performance?

Brian Low Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA 70809
Phone225-292-4225
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184.2M
Non-discretionary$0
Total (RAUM)$184.2M