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BRIAN D. LOWDER, INC.
CRD 105972 · SEC 801-27745
12760 HIGH BLUFF DRIVE, SUITE 370, SAN DIEGO, CA, 92130-2068, United States
Phone
858-794-6800
Fax
858-794-6906
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.1M
Discretionary AUM
$388.1M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $23.9M |
| High net worth individuals | 115 | $364.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD