Lachowitz, Jonathan Owen is an adviser based in 1006 Lausanne. It manages $21.75 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2014.
Lachowitz, Jonathan Owen provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lachowitz, Jonathan Owen is $21.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lachowitz, Jonathan Owen for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lachowitz, Jonathan Owen is owned by Jonathan Owen Lachowitz. Alan David Lachowitz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lachowitz, Jonathan Owen performs its advisory services is located at Av D'ouchy 29, 1006 Lausanne, Ch 1006, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 22 548 1431. The normal business hours are none on Other. You can find more information about the New York firm at www.white-lighthouse.com.