Lowenberg Group, LLC

www.lwmg.com

The Lowenberg Group, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H. Lowenberg, Jr., with nearly 30 years of experience in the financial industry. Our client base is primarily composed of successful business owners and other entrepreneurial-minded high-net worth individuals and families. We have advised companies across the broad spectrum from family businesses to Fortune 25. The firm helps clients add value to their businesses through Key Person Reward and Retention Strategies, Business Transition Planning and Wealth Preservation. The Lowenberg Group, LLC has gathered an impressive reputation due to its core focus on the high-impact financial planning opportunities available to those with Business Wealth™. Its approach is to operate in tandem with both the client and every member of his/her team of advisors. This innovative focus enables clients to experience augmented results as they grow, protect and preserve their most singular source of wealth creation. Nothing on this site constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person, and we do not make any warranties or representations, express or implied, about the information provided on or accessed through this site. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. You acknowledge that the information is not provided as the basis of any professional advice or for transactional use. Lowenberg Group, LLC shall not be responsible or liable for any investment decisions or trading or any other actions taken by you or by third parties based on information contained in this site without an advisory agreement in place. For additional information, please contact our Chief Compliance Officer at (512) 472-9033.

Read more

Reach decision makers at Lowenberg Group, LLC

Lusha Magic

Free credit every month!

The Lowenberg Group, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H. Lowenberg, Jr., with nearly 30 years of experience in the financial industry. Our client base is primarily composed of successful business owners and other entrepreneurial-minded high-net worth individuals and families. We have advised companies across the broad spectrum from family businesses to Fortune 25. The firm helps clients add value to their businesses through Key Person Reward and Retention Strategies, Business Transition Planning and Wealth Preservation. The Lowenberg Group, LLC has gathered an impressive reputation due to its core focus on the high-impact financial planning opportunities available to those with Business Wealth™. Its approach is to operate in tandem with both the client and every member of his/her team of advisors. This innovative focus enables clients to experience augmented results as they grow, protect and preserve their most singular source of wealth creation. Nothing on this site constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person, and we do not make any warranties or representations, express or implied, about the information provided on or accessed through this site. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. You acknowledge that the information is not provided as the basis of any professional advice or for transactional use. Lowenberg Group, LLC shall not be responsible or liable for any investment decisions or trading or any other actions taken by you or by third parties based on information contained in this site without an advisory agreement in place. For additional information, please contact our Chief Compliance Officer at (512) 472-9033.

Read more
icon

Country

icon

State

Texas

icon

City (Headquarters)

Austin

icon

Employees

1-10

icon

Estimated Revenue

$5,000,000 to $10,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Vice President of Operations and Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager and Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operations Officer and Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(18)

Reach decision makers at Lowenberg Group, LLC

Free credits every month!

My account

Sign up now to uncover all the contact details