← Back to searchVisit website
LOWELL ROAD ASSET MANAGEMENT, INC.
CRD 164370 · SEC 801-80157
1295 NORTHERN BOULEVARD, SUITE 24, MANHASSET, NY, 11030, United States
Phone
516-767-1099
Fax
516-767-2072
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.3M
Discretionary AUM
$25.1M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-07
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $7.4M |
| High net worth individuals | 65 | $42.5M |
| Corporations/business entities | 1 | $350K |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD