LOWELL ROAD ASSET MANAGEMENT, INC.
Tel: 516-767-1099 1295 Northern Boulevard Suite 24 Manhasset, New York 11030
About LOWELL ROAD ASSET MANAGEMENT, INC.
LOWELL ROAD ASSET MANAGEMENT, INC. is a Manhasset, New York based financial advisory firm with nearly $43,548,061 in assets under management and provides investment advisory services for 119 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
164370
Firm SEC#:
801-80157
Assets Under Management:
$43,548,061
No. of Clients:
119
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Fee Structure:
A percentage of AUM
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