L
CRD: 326722
Lowry Financial Services
Tierra Verde, FL
6034184948
$30.8M Total AUM
$30.8M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
3 yrs Firm Age
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- Custodian
- ADP ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-12-2023
- Office Locations
- 1
Office Locations
-- Tierra Verde FL
About Lowry Financial Services
Lowry Financial Services is a Tierra Verde-based RIA. The firm has been operating for 3 years. Managing $30.8M in total assets under management, with 1 advisory representatives. They custody assets with ADP and SEI. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$30.8M AVG AUM / ADVISOR
$906.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Optima
Investment Themes
Frontier Frontier
Investment Vehicles
Optima wave
Services
Eagle quantum Harbor insight Crest Ridge Focus
Owner & Executives
D
DANIEL GERARD LOWRY
Chief Compliance Officer, Insurance Agent
- CRD
- #1200483
- Ownership
- 75% or more
(563) 809-7825
pathway.atlas@pathwaycapital.com
in linkedin.com/in/element-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,809,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,809,201 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,809,201
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,481,406,405 | 100.0% |
| Total | $7,481,406,405 | 100.0% |