LOWERY THOMAS, LLC

LOWERY THOMAS, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 110058). Regulatory assets under management: $385.8M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (7)

NameRoleLocation
Kenneth Grant CalaV.P., SECRETARY., DIRECTOR
David James LoweryVICE PRESIDENT
Mark Thomas VicencioPRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, DIRECTOR
CALA KENNETH GRANTV.P., SECRETARY., DIRECTOR
LOWERY DAVID JAMESVICE PRESIDENT; VICE PRESIDENT, DIRECTOR
VICENCIO MARK THOMASPRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, DIRECTOR; PRESIDENT, TREASURER, DIRECTOR
VICENCIO MARK TPRESIDENT, TREASURER, DIRECTOR

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