Lowenberg Group

Lowenberg Group

Financial Services, 901 S Mopac Expy, Austin, Texas, 78746, United States, 1-10 Employees

lwmg.com

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phone no Phone Number: +16*********

Who is LOWENBERG GROUP

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 nearl...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Lowenberg Group Org Chart and Mapping

Chelsea Clark

Executive Assistant to Chief Executive Officer

Employees

Julie Rompel

Office Operations Manager

Scott Kice

Chief Operating Officer

Rebecca Linder

Office Manager / Client Services Assistant

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Frequently Asked Questions Regarding Lowenberg Group

Answer: Lowenberg Group's headquarters are located at 901 S Mopac Expy, Austin, Texas, 78746, United States

Answer: Lowenberg Group's phone number is +16*********

Answer: Lowenberg Group's official website is https://lwmg.com

Answer: Lowenberg Group's revenue is $1 Million to $5 Million

Answer: Lowenberg Group's SIC: 6282

Answer: Lowenberg Group's NAICS: 523940

Answer: Lowenberg Group has 1-10 employees

Answer: Lowenberg Group is in Financial Services

Answer: Lowenberg Group contact info: Phone number: +16********* Website: https://lwmg.com

Answer: 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 WealthTM. 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.

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