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Bank / Wealth / TrustRIA · CRD 105972SEC-Registered

Updated:

Brian D. Lowder

Brian D. Lowder was established in 1986 as a US-based wealth manager and registered investment advisor. The firm provides advisory services covering financial...

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Brian D. Lowder

Brian D. Lowder was established in 1986 as a US-based wealth manager and registered investment advisor. The firm provides advisory services covering financial planning, estate planning, and investment management. These services address needs of individuals, corporate pensions, high-net-worth individuals, and institutions. No additional offices, team size, or dated operational events from the last 24 months appear in available records.

General information

Firm type

Bank / Wealth / Trust

Year founded

1986

Location

Region

North America

Country

United States

City

San Diego

Corporate office

San Diego, United States

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Brian D. Lowder?

No named investment leads or decision makers are disclosed in public records.

What services does Brian D. Lowder provide?

The firm offers financial planning, estate planning, and investment management to individuals, corporate pensions, high-net-worth individuals, and institutions.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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