Overview

Assets Under Management: $123 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 3
Average Client Assets: $41 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Clients

Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $41 million
Total Client Accounts: 427
Discretionary Accounts: 22
Non-Discretionary Accounts: 405

Regulatory Filings

CRD Number: 10385
Filing ID: 1936200
Last Filing Date: 2025-03-27 15:10:00
Website: https://www.hargerandcompany.com