Overview
Assets Under Management: $195 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 306
Discretionary Accounts: 281
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 142202
Last Filing Date: 2025-01-14 00:00:00
Website: https://advisor.investments