Irwin
Lowi

Sagepoint Financial, Inc

CRD#2361663
Investment Advisor
in Los Angeles, CA
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About this Advisor

Irwin Lowi is a financial advisor whose office is in Los Angeles, California. Currently a registered financial advisor at Sagepoint Financial, Inc, they have accumulated a notable 26 years of work experience in the financial advisory industry. Lowi maintains Series 65 and Series 63 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Lowi is able to serve investors based out of California. The advisor has gained experience at A.B.P. Insurance Agency, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Los Angeles, California, and operates out of 615 other brick-and-mortar locations throughout the United States. Overall, Sagepoint Financial, Inc oversees $7 billion in assets across 33,830 accounts and retains more than 2,032 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Sagepoint Financial, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6404 Wilshire Boulevard Suite 1215
Los Angeles, CA 90048

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

CA Average: $1,555,372,352
Total Number of Employees

1,957

CA Average: 37
Total Number of Accounts

42,989

CA Average: 1,370
Average Account Size

$185,820

CA Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Irwin Lowi Work History

Irwin has 26 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

1992 - Present (27 years)

A.B.P. Insurance Agency

2008 - 2009 (1 year)

Aig Financial Advisors, Inc

Disclosures

Irwin Lowi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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