Brian Low Financial Group, LLC
BRIAN LOW FINANCIAL GROUP, LLC is a registered investment adviser headquartered in Baton Rouge, Louisiana. Founded in 2022, the firm provides financial advisory and retirement planning services to individual clients and families. They focus on helping clients increase income, preserve wealth, and prepare for retirement through personalized strategies. The firm operates with a small team, emphasizing tailored service and advisory expertise.
Investment Strategy
The firm's investment approach centers on customized retirement planning, with a focus on income generation and wealth preservation. Their advisory services include developing individualized investment strategies to help clients pursue unique retirement goals, often incorporating annuities, managed portfolios, and comprehensive financial planning while addressing client-specific needs and risk tolerances.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.69% | $6.0M | 11,665 | $500.29 | $517.95 | +$1.1M |
X XOM | EXXON MOBIL CORP | 4.29% | $5.5M | 49,068 | $108.12 | $112.75 | +$587.4K |
A AAPL | APPLE INC | 3.92% | $5.1M | 19,859 | $211.90 | $254.63 | +$1.5M |
J JPM | JPMORGAN CHASE & CO. | 2.51% | $3.2M | 10,259 | $292.46 | $315.43 | +$558.6K |
E EFA | ISHARES TR | 2.38% | $3.1M | 32,810 | $89.39 | $93.37 | +$32.3K |