Lowe Enterprises Investment Management, LLC is a large advisory firm based in Los Angeles. It manages $1.71 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.
Lowe Enterprises Investment Management provides portfolio management for businesses and institutional clients, pension consulting services, and real estate investment management and supervisory services. 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 Investment Management, LLC is $1.71 billion. The firm's AUM has grown by 306% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lowe Enterprises Investment Management, 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.
The only and largest group of clients of Michael Hamilton Lowe is corporations or other businesses with 6 clients and $1.03 billion of assets under management. Among the 11 most similar advisory firms, Lowe Enterprises Investment Management has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $1.03 billion for 6 clients. None of the firm’s clients are foreign persons or businesses.
Lowe Enterprises Investment Management doesn't advise any private funds.
The company employs 27 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Hamilton Lowe has been acting as President since 1 Aug 2010. Peter John Finley joined the executive team most recently as the Senior Vice President.
The principal office where Lowe Enterprises Investment Management, LLC performs its advisory services is located at 11755 Wilshire Blvd., Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-261-4481 or by fax 310-231-7507. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at loweenterprisesinvestors.com.