$50.3M Total AUM
$25.1M Disc. AUM
18.3% 3Y CAGR
2 Employees
121 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 10-22-2012
- Office Locations
- 2
Office Locations
1295 Northern Boulevard Suite 24 Manhasset NY
-- Port Washington NY
About Lowell Road Asset Management, Inc.
Lowell Road Asset Management is a Manhasset, NY-based, fee-only RIA (founded 2012) serving families and individuals with financial planning, asset allocation, and ongoing investment management. The firm emphasizes disciplined diversification and valuation-aware decision making, and portfolios show a strong ETF tilt alongside public funds. Client accounts are custodied at Charles Schwab.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$415.5K AVG AUM / CLIENT
5.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Focus foundation
Client Personas
Element
Custodian
Zenith Horizon pathway Vertex Foundation
Investment Themes
Glacier alpha Signal focus
Investment Vehicles
Value quantum
Platform
Timber focus
Services
Vertex Unison Timber Horizon ridge
Technology
Element legacy
Owner & Executives
T
TODD MICHAEL GREENBERG
Chief Compliance Officer, President, Principal
- CRD
- #2711418
- Ownership
- 75% or more
(566) 221-3382
frontier.wave@valuecapital.com
in linkedin.com/in/zenith-crest
Showing 1 of 1 owners & executives
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M
MATTHEW JASON BLANK
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #2689469
(305) 745-6414
optima.vital@vertexcapital.com
in linkedin.com/in/insight-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,132,957 | $322,217 |
| Non-Discretionary | $25,138,852 | $598,544 |
| Total | $50,271,809 | $418,932 |
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Separately Managed Accounts
Total SMA Asset: $50,271,809
Equity - Exchange:
19.9% Public Funds:
36.9% Cash:
18.2% Corporate - Investment Grade:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $366,223,755 | 19.9% |
| Public Funds | $679,078,218 | 36.9% |
| Cash | $334,938,308 | 18.2% |
| Corporate - Investment Grade | $460,080,094 | 25.0% |
| Total | $1,840,320,375 | 100.0% |