Lowry Hill Investment Advisors Inc (Minneapolis)


Lowry Hill Investment Advisors Inc is a large advisory firm based in Minneapolis. It manages $5.15 billion of regulatory assets for 2,270 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

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Lowry Hill Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lowry Hill Investment Advisors: assets under management

The assets under management (AUM) of Lowry Hill Investment Advisors Inc is $5.15 billion. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.06 billion in discretionary accounts and $95.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.25 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.32 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lowry Hill Investment Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lowry Hill Investment Advisors Inc

James Robert Campbell has been acting as President since 1 Oct 1984. Eric Scott Holman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
James Robert Campbell Director 1 Oct 1984 Other 1644076
Wells Fargo And Company Direct owner 1 Jan 1987 75% - 100% 41-0449260
Stephanie J. Prem Secretary 1 Nov 1990 Other 4334917
Peter Edward Glanville President 1 Mar 1993 Other 1008481
Jon R Campbell Director 1 Jan 2002 Other 4495562
James Paul Steiner President 1 Jan 2003 Other 2250568
Eric Scott Holman Chief compliance officer 1 Oct 2004 Other 5032558
Julie Krieger Coo 1 Oct 2004 Other 5753191
Jason Anderson Chief technology officer 1 Oct 2004 Other 5754566

Based in Minneapolis

The principal office where Lowry Hill Investment Advisors Inc performs its advisory services is located at 90 South Seventh Street, Minneapolis, MN 55402, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 612-667-1764 or by fax 612-667-1791. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.lowryhill.com.