Overview
Assets Under Management: $346 million
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.27
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 563
Discretionary Accounts: 438
Non-Discretionary Accounts: 125
Regulatory Filings
CRD Number: 104715
Last Filing Date: 2025-02-25 00:00:00
Website: https://assetplanningservices.net