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Lowry Financial Services
LOWRY FINANCIAL SERVICES is a state-registered investment adviser with $31 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
LOWRY FINANCIAL SERVICES is a state-registered investment adviser with $31 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment advisory team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Palm Beach
Corporate office
Palm Beach, FL, United States
Principals
Thomas Lowry
Principal
Sector focus
Frequently asked questions
Where did the wealth managed by Lowry Financial Services originate?
The wealth traces primarily to Thomas Lowry's operating company, Port Allen Marine Service, which provided inland tugboat and barge services across Louisiana's industrial corridor. Cash flows from that transportation business were reinvested over decades into industrial real estate, creating a two-pillar wealth base of operating income and hard-asset appreciation.
What asset classes does the firm invest in?
The firm concentrates on direct investments in operating companies and income-producing commercial real estate. Its real estate portfolio skews heavily toward industrial property types — outdoor storage, truck terminals, warehouse, and distribution assets. Operating company investments remain private and appear to be held directly rather than through blind-pool fund commitments.
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