Lowe Enterprises Residential Advisors, LLC (Irvine)

Name: Lowe Enterprises Residential Advisors, LLC
Address: 2020 Main Street, Irvine, CA, 92614
Telephone: 949-724-1515

Lowe Enterprises Residential Advisors, LLC is a large advisory firm based in Irvine. It manages $195.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Lowe Enterprises Residential Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lowe Enterprises Residential Advisors: assets under management

The assets under management (AUM) of Lowe Enterprises Residential Advisors, LLC is $195.04 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $195.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lowe Enterprises Residential Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lowe Enterprises Residential Advisors, LLC

Llc Lowe Enterprises Investors joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Lowe Enterprises Investment Management	Member	1 Oct 2002	75% - 100%	119200
Geoffrey Sterling Fearns	Chief executive officer	1 Oct 2002	Other	5060346
Dick B Poladian	Executive vice president	1 Oct 2002	Other	4619691
Paul A Lucatuorto	Executive vice president	1 Oct 2002	Other	5060364
Lisa C Albanez	Executive vice president	1 Oct 2002	Other	5060366
Robert M Weekley	Executive vice president	1 Oct 2002	Other	5060367
John Michael Demarco	Chief compliance officer	1 Oct 2002	Other	4362229

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert James Lowe	Shareholder	1 Mar 1982	50% - 75%	4362215
Tiaa Board Of Overseers	Shareholder	1 Oct 1993	75% - 100%	13-6110585
Teachers Insurance And Annuity Association Of America	Member	1 Dec 2001	75% - 100%	13-1624203
Lowe Enterprises Investment Management Inc	Member	1 Dec 2002	75% - 100%	106206
Llc Tiaa Realty Capital Management	Member	1 Dec 2002	25% - 50%	13-4227025
Llc Tiaa Financial Services	Member	1 Dec 2002	75% - 100%	13-4201676
Llc Lowe Enterprises Investors	Shareholder	1 Feb 2005	75% - 100%	20-2341470
Inc. Lowe Enterprises	Member	1 Feb 2005	75% - 100%	95-3738683

Based in Irvine

The principal office where Lowe Enterprises Residential Advisors, LLC performs its advisory services is located at 2020 Main Street, Irvine, CA 92614 The mailing address of the firm is 11777 San Vicente Blvd, Los Angeles, CA 90049. An additional office of the firm is in Poway, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-724-1515 or by fax 949-724-1444. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.loweadvisors.com.