Overview
Assets Under Management: $139 million
Headquarters: KAPLAN, LA
High-Net-Worth Clients: 72
Average Client Assets: $1.6 million
Frequently Asked Questions
BROUSSARD FINANCIAL GROUP, 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 #123724), BROUSSARD FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
BROUSSARD FINANCIAL GROUP, LLC is headquartered in KAPLAN, LA.
BROUSSARD FINANCIAL GROUP, LLC serves 72 high-net-worth clients according to their SEC filing dated April 27, 2026. View client details ↓
According to their SEC Form ADV, BROUSSARD FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BROUSSARD FINANCIAL GROUP, LLC manages $139 million in client assets according to their SEC filing dated April 27, 2026.
According to their SEC Form ADV, BROUSSARD FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.69%
Average Client Assets: $1.6 million
Total Client Accounts: 438
Discretionary Accounts: 438
Regulatory Filings
CRD Number: 123724
Filing ID: 2099437
Last Filing Date: 2026-04-27 16:26:05