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LOWELL ROAD ASSET MANAGEMENT, INC.

Tel: 516-767-1099
1295 Northern Boulevard
Suite 24
Manhasset, New York  11030

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LOWELL ROAD ASSET MANAGEMENT, INC.

LOWELL ROAD ASSET MANAGEMENT, INC. is a Manhasset, New York based financial advisory firm with nearly $43,548,061 in assets under management and provides investment advisory services for 119 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

164370

SEC#:

801-80157

No. of Clients:

119

Assets under Management

$43,548,061

No. of Advisors:

2

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