Overview
Assets Under Management: $400 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 64
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.83
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 571
Discretionary Accounts: 420
Non-Discretionary Accounts: 151
Regulatory Filings
CRD Number: 302076
Last Filing Date: 2025-01-29 00:00:00
Website: https://abelhall.com