Brian Low Financial Group, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 306346
- Registered since
- November 17, 2022
- Website
- brianlowfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.36%
- HNWI35.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brian Low Financial Group, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registered in 2022) and describes itself as a capital allocator that also performs selection-of-other-advisers duties and pension consulting services. Its service mix includes fee models based on a percentage of AUM as well as hourly and fixed fees, and the firm also operates as an insurance broker. The client focus is individual and family relationships, and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$60.5M in ETFs
65%
$39.3M
0%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWP GROWTH & INCOME ETF (SWP) | $20.7M | 766,013 | 34.21% |
Location
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 4463 Bluebonnet Blvd
- Time zone
- CT (UTC-6)
- Office locations
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