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.

Is Brian D. Lowder structured as a single family office?

Public information describes it as a registered investment advisor and wealth manager, not a family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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