Brian D. Lowder, Inc.
Brian D. Lowder, Inc. is an SEC-registered wealth manager in San Diego, CA with $388.1M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Brian D. Lowder, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105972, SEC 801-27745, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $388.1M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 3
- Clients
- 195
- CRD
- 105972
- Ownership
- LOWDER, BRIAN, DALE
How much AUM does Brian D. Lowder, Inc. have?
Brian D. Lowder, Inc. reported $388.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Brian D. Lowder, Inc.?
Disclosed owners and executives of Brian D. Lowder, Inc. include LOWDER, BRIAN, DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.