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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 12, 2017
    • $249.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $235.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Gregory Alan Lowe
November 2011
Harold Alan Lowe
November 2011
Bradley Alan Williams
December 2014
Joshua Martin Sacks
August 2016
David Laurence Kasten
November 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Katz, Abosch, Windesheim, Gershman & Freedman, P.A. -- --
    Kawg&F Financial Planning Group LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Harold Alan Lowe President May, 2011 less than 5%
      Gregory Alan Lowe Chief Compliance Officer And Vice President May, 2011 less than 5%
      Bradley Alan Williams Chief Investment Officer January, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees