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    Lowenberg Group

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    Description

    • The Lowenberg Group is a boutique financial services firm that serves entrepreneurial-minded individuals. The Lowenberg Group, founded in 1995 as a top team of financial services professionals, is 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 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 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. *Securities and Investment Advisory Services offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.Investment Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.Lowenberg Group is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered.Therefore, a response to a request for information may be delayed.Not all products and services referenced on this site are available in every state and through every representative or advisor listed.For additional information, please contact the Compliance Department at 512-697-6000.
    • location

      Headquarters:901 South Mopac Expressway , Austin, Texas, United States

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    • Lowenberg Group phone

      Phone Number: +1 512-472-9033

    • Lowenberg Group website

      Website: http://www.lwmg.com

    • Lowenberg Group employees

      Employees:4

    • Lowenberg Group revenue

      Revenue:$0 - 1M

    • Lowenberg Group legal name

      Legal Name:Lowenberg Group

    • Lowenberg Group's Social Media

      Lowenberg Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Lowenberg Group

    Carlos Lowenberg

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Scott Kice

    Chief Operating Officer

    Fpqp Julie Rompel

    Vice President Of Operations And Chief Compliance Officer

    Cap-Om Julie Rompel

    Office Operations Manager

    Frequently Asked Questions regarding Lowenberg Group

    • Where are Lowenberg Group's Headquarters?

      Lowenberg Group's Headquarters are in 901 South Mopac Expressway ,Austin,Texas,United States

    • What is Lowenberg Group's phone number?

      Lowenberg Group's phone number is +1 512-472-9033

    • What is Lowenberg Group's official website?

      Lowenberg Group's official website is http://www.lwmg.com

    • What is Lowenberg Group's Revenue?

      Lowenberg Group's revenue is $0 - 1M

    • What is Lowenberg Group's NAICS code?

      Lowenberg Group's NAICS code is 523930

    • How many employees are working in Lowenberg Group

      Lowenberg Group has 4 employees

    • What is Lowenberg Group's Industry?

      Lowenberg Group is in the industry of Financial Services

    • Who is Lowenberg Group's CEO?

      Lowenberg Group's CEO is Carlos Lowenberg

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