Lowery Thomas LLC
Legal Name: LOWERY THOMAS, LLC
Full Contact Details
Lowery Thomas LLC
220 MONTGOMERY STREET, SUITE 1072, SAN FRANCISCO, CA
415-227-9800
415-227-9805
Other Info
Lowery Thomas LLC, a California Limited Liability Company with 5 employees, 4 of whom are in advisory roles, has had its SEC status listed as Approved since December 19, 2000. While the number of clients served by the firm is not known, its solid SEC registration status suggests reliable financial advisory services.
Lowery Thomas LLC
We are a team of wealth management advisors providing financial services for hi-tech professionals, serving San Francisco since 1999.
Direct Owners
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DAVID JAMES LOWERY
VICE PRESIDENT owns less than 5%
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KENNETH GRANT CALA
V.P., SECRETARY., DIRECTOR owns more than 50% but less than 75%
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MARK THOMAS VICENCIO
PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, DIRECTOR owns more than 50% but less than 75%
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