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Lowder Brian D Inc (San Diego)


Lowder Brian D Inc is a large advisory firm based in San Diego. It manages $251.49 million of regulatory assets for 607 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Lowder Brian D provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lowder Brian D: assets under management

The assets under management (AUM) of Lowder Brian D Inc is $251.49 million. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $251.12 million in discretionary accounts and $362.12 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $120.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lowder Brian D Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Lowder Brian D Inc performs its advisory services is located at 12780 High Bluff Drive, Suite 100, San Diego, CA 92130 2068, 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 858-794-6800 or by fax 858-794-6906. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at bdlowder.com.


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