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Lowell And Company Inc (Lubbock)


Lowell And Company Inc is a mid-sized advisory firm based in Lubbock. It manages $33.17 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

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Lowell And Company provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as business consultants.

Lowell And Company: assets under management

The assets under management (AUM) of Lowell And Company Inc is $33.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lowell And Company Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lubbock

The principal office where Lowell And Company Inc performs its advisory services is located at 4021 84 Th, Lubbock, TX 79423, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 806-747-2644 or by fax 806-747-2646. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at lowellandco.com.


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