Overview
Assets Under Management: $526 million
Headquarters: LAFAYETTE, LA
High-Net-Worth Clients: 182
Average Client Assets: $2.1 million
Frequently Asked Questions
AHRENS INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #222517), AHRENS INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
AHRENS INVESTMENT PARTNERS, LLC is headquartered in LAFAYETTE, LA.
AHRENS INVESTMENT PARTNERS, LLC serves 182 high-net-worth clients according to their SEC filing dated October 30, 2018. View client details ↓
According to their SEC Form ADV, AHRENS INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AHRENS INVESTMENT PARTNERS, LLC manages $526 million in client assets according to their SEC filing dated October 30, 2018.
According to their SEC Form ADV, AHRENS INVESTMENT PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.51%
Average Client Assets: $2.1 million
Total Client Accounts: 1,770
Discretionary Accounts: 1,770
Regulatory Filings
CRD Number: 222517
Filing ID: 1248095
Last Filing Date: 2018-10-30 17:16:00