Lowe Brockenbrough & Co Inc is a large advisory firm based in Richmond. It manages $2.46 billion of regulatory assets for 775 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, Maryland, and 6 other states.
Lowe Brockenbrough & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and investment advice to pension plan sponsors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lowe Brockenbrough & Co Inc is $2.46 billion. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lowe Brockenbrough & Co Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lowe Brockenbrough & Co Inc performs its advisory services is located at 1802 Bayberry Ct., Richmond, VA 23226 3767, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-288-0404 or by fax 804-288-7872. The normal business hours are 8:30a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at lowebrockenbrough.com.