Overview
Assets Under Management: $290 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 261
Average Client Assets: $997,764
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 261
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.76
Average High-Net-Worth Client Assets: $997,764
Total Client Accounts: 708
Discretionary Accounts: 692
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 147000
Last Filing Date: 2024-03-28 00:00:00
Website: https://eia-br.com