Lowe Enterprises Residential Advisors, LLC is a large advisory firm based in Irvine. It manages $195.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Lowe Enterprises Residential Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lowe Enterprises Residential Advisors, LLC is $195.04 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lowe Enterprises Residential Advisors, LLC for their services and products based on a percentage of assets under management 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.
Llc Lowe Enterprises Investors joined the executive team most recently as the Shareholder.
The principal office where Lowe Enterprises Residential Advisors, LLC performs its advisory services is located at 2020 Main Street, Irvine, CA 92614 The mailing address of the firm is 11777 San Vicente Blvd, Los Angeles, CA 90049. An additional office of the firm is in Poway, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-724-1515 or by fax 949-724-1444. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.loweadvisors.com.