Overview
Assets Under Management: $885 million
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 158
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,019
Discretionary Accounts: 864
Non-Discretionary Accounts: 155
Regulatory Filings
CRD Number: 117499
Last Filing Date: 2025-01-14 00:00:00
Website: https://fplcapital.com