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 Wealthâ„¢. 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.
View Top Employees from Lowenberg Group, LLCWebsite | http://www.lwmg.com |
Revenue | $22 million |
Employees | 11 (11 on RocketReach) |
Address | 906 Rio Grande St, Austin, Texas 78701, US |
Phone | (512) 472-9033 |
Fax | (512) 472-5842 |
Technologies |
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Industry | Financial Services, Business Services General, Business Services |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies |
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The Lowenberg Group, LLC annual revenue was $22 million in 2024.
Fpqp Rompel is the Vice President of Operations and Chief Compliance Officer of Lowenberg Group, LLC.
11 people are employed at Lowenberg Group, LLC.
Lowenberg Group, LLC is based in Austin, Texas.
The NAICS codes for Lowenberg Group, LLC are [561110, 56111, 5611, 56, 561].
The SIC codes for Lowenberg Group, LLC are [87, 874].