Overview
Assets Under Management: $211 million
Headquarters: NEW ORLEANS, LA
Frequently Asked Questions
HANCOCK WHITNEY INVESTMENT SERVICES INC. 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 #40637), HANCOCK WHITNEY INVESTMENT SERVICES INC. is subject to fiduciary duty under federal law.
HANCOCK WHITNEY INVESTMENT SERVICES INC. is headquartered in NEW ORLEANS, LA.
According to their SEC Form ADV, HANCOCK WHITNEY INVESTMENT SERVICES INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HANCOCK WHITNEY INVESTMENT SERVICES INC. manages $211 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, HANCOCK WHITNEY INVESTMENT SERVICES INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Total Client Accounts: 1,031
Discretionary Accounts: 1,031
Regulatory Filings
CRD Number: 40637
Filing ID: 1962636
Last Filing Date: 2025-03-21 16:13:00
Website: https://hancockwhitney.com