| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Lowery Control | Vice President | Under 5% | 1999 |
| Kenneth Grant Cala Control | V.p., Secretary., Director | 50-75% | 1999 |
| Mark Thomas Vicencio Control | President, Chief Compliance Officer, Treasurer, Director | 50-75% | 1999 |
Lowery Thomas, LLC reports $341.1 million in regulatory assets under management on its Form ADV.
Lowery Thomas, LLC reports 6 employees.
Lowery Thomas, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 831-230-6380 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1919701 |
| Discloses disciplinary history | No |
| Discretionary | $191.7M |
| Non-discretionary | $149.4M |
| Total (RAUM) | $341.1M |