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Lowery Thomas, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Lowery Thomas, LLC is an investment management firm based in San Francisco, California, offering financial advisory and investment planning services. Founded in 1999, the firm prioritizes ongoing relationships with clients and a disciplined approach to helping individuals pursue their financial goals. It seeks to understand each client's life story and objectives to tailor guidance accordingly. Principals include two CPAs and a Certified Financial Planner with a Masters in Taxation, all of whom are Registered Investment Advisors, enabling integrated tax-aware planning and investment advice. As a small firm, Lowery Thomas combines accounting, tax expertise and investment experience to provide coordinated guidance for clients in the San Francisco market.

Find Lowery Thomas, LLC employees' phone numbers or email addresses

Lowery Thomas, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Lowery Thomas, LLC's Leadership

  • Stylized image of a person
    K. C.
    Executive Director & Co-Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Principal
    Phone icon
    Mobile Phone

Lowery Thomas, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Lowery Thomas, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    Executive Director & Co-Owner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. C.
    Principal
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Lowery Thomas, LLC known for?

Minus sign iconPlus sign iconLowery Thomas, LLC was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-925-284-****
. Explore Lowery Thomas, LLC's company overview page for more information.

What is Lowery Thomas, LLC's most common email format?

Minus sign iconPlus sign iconLowery Thomas, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lowery Thomas, LLC email formats with LeadIQ.

How many employees does Lowery Thomas, LLC have currently?

Minus sign iconPlus sign iconLowery Thomas, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lowery Thomas, LLC's key employees and leadership?

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As of July 2026, Lowery Thomas, LLC's key employees include:

  • Executive Director & Co-Owner: K. C.
  • Principal: M. C.

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