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LOWELL ROAD ASSET MANAGEMENT, INC.

MANHASSET, NY · CRD 164370 · IAPD ↗ · lowellroad.com · 516-767-1099

$52.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — LOWELL ROAD ASSET MANAGEMENT, INC. reported RAUM up 29% ($30.3M -> $39.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.