Lowry Hill Investment Advisors Inc (Minneapolis)

Name: Lowry Hill Investment Advisors Inc
Address: 90 South Seventh Street, Minneapolis, MN, 55402
Telephone: 612-667-1764

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.

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. 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.

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.