Calton John Lowell (Coralville)


Calton John Lowell is an adviser based in Coralville. It manages $74.74 million of regulatory assets for 281 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Iowa.

Calton John Lowell provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Calton John Lowell: assets under management

The assets under management (AUM) of Calton John Lowell is $74.74 million. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.13 million in discretionary accounts and $604.1 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $264.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $604.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Calton John Lowell for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coralville

The principal office where Calton John Lowell performs its advisory services is located at 245 Auburn East Lane, Coralville, IA 52241 The mailing address of the firm is P.O. Box 5667, Coralville, IA 52241. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 319-358-9410. The normal business hours are 10am to 3pm on Monday - Friday.

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