Overview
Assets Under Management: $548 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 716
Discretionary Accounts: 624
Non-Discretionary Accounts: 92
Regulatory Filings
CRD Number: 117040
Last Filing Date: 2024-08-15 00:00:00
Website: https://freegulliver.com