Lowe Wealth Advisors is an investment advisor in Columbia with $402.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Lowe fs, LLC
SEC CIK
IRS number
364698385
SEC advisor number
801-72431
FINRA CRD number
157906
AUM ?
$403.50 mm
(as of 29 Mar 24)
Accounts
1,313
(as of 29 Mar 24)
Employees
9
(6 investment advisory or research)
Address
Lowe Wealth Advisors
6230 OLD DOBBIN LANE; SUITE 170
COLUMBIA
MD 21045
6230 OLD DOBBIN LANE; SUITE 170
COLUMBIA
MD 21045
Phone
4437667160
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR
Quarterly holdings report by institutional manager
4 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
7 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22