Overview
Assets Under Management: $540 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 3
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.93
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,163
Discretionary Accounts: 1,153
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 301715
Filing ID: 1954274
Last Filing Date: 2025-03-20 10:47:00
Website: https://hubbellstrickland.com