Lachowitz, Jonathan Owen (1006 Lausanne)

Name: Lachowitz, Jonathan Owen
Address: Av D'ouchy 29, 1006 Lausanne, Ch 1006
Telephone: 41 22 548 1431

Lachowitz, Jonathan Owen is an adviser based in 1006 Lausanne. It manages $21.75 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2014.

Lachowitz, Jonathan Owen provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lachowitz, Jonathan Owen: assets under management

The assets under management (AUM) of Lachowitz, Jonathan Owen is $21.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $453.13 thousand each.

Fees & Commissions

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

Careers at Lachowitz, Jonathan Owen

Lachowitz, Jonathan Owen is owned by Jonathan Owen Lachowitz. Alan David Lachowitz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Owen Lachowitz	Owner, chief compliance officer	1 May 2006	75% - 100%	5778307
Jonathan Owen Lachowitz	Owner	1 Jan 2011	75% - 100%	5778307
Alan David Lachowitz	Chief compliance officer	1 Jan 2012	Other	2619473

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Saskia Heijerman Lachowitz	Part owner (5%)	1 May 2006	Other	6384278

Based in 1006 Lausanne

The principal office where Lachowitz, Jonathan Owen performs its advisory services is located at Av D'ouchy 29, 1006 Lausanne, Ch 1006, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 22 548 1431. The normal business hours are none on Other. You can find more information about the New York firm at www.white-lighthouse.com.