Overview
Assets Under Management: $723 million
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 279
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 279
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.45
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,502
Discretionary Accounts: 2,502
Regulatory Filings
CRD Number: 324386
Filing ID: 1969264
Last Filing Date: 2025-03-27 22:38:00
Website: https://2lcap.com