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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Crest alpha
- Established Date
- 08-22-1986
- Office Locations
- 2
Office Locations
About Brian D. Lowder, Inc.
Brian D. Lowder, Inc. is a San Diego-based, fee-only advisor led by Brian Lowder, CFP, CFA, providing financial planning and discretionary portfolio management for individuals including retirees and business owners. Portfolios emphasize ETF-based allocation with a risk-management focus and use fixed income as needed. Client assets are custodied through Charles Schwab & Co., with a track record dating back to 1986.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN DALE LOWDER
Advisor, Chief Compliance Officer, President
- CRD
- #1351372
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Rebecca Dodge
--
- CRD
- #8170377
MICHAEL GASTON KINNEAR
Financial Advisor, General Partner
- CRD
- #4277225
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,077,258 | $603,542 |
| Non-Discretionary | $0 | -- |
| Total | $388,077,258 | $603,542 |
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Separately Managed Accounts
Total SMA Asset: $388,077,258
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,312,006,875 | 28.7% |
| U.S. Government/Agency | $2,473,122,337 | 30.7% |
| Cash | $3,270,643,872 | 40.6% |
| Total | $8,055,773,084 | 100.0% |