Overview
Assets Under Management: $397 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 105
Average Client Assets: $2.0 million
Frequently Asked Questions
THE SHOBE FINANCIAL GROUP 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 #114975), THE SHOBE FINANCIAL GROUP is subject to fiduciary duty under federal law.
THE SHOBE FINANCIAL GROUP is headquartered in BATON ROUGE, LA.
THE SHOBE FINANCIAL GROUP serves 105 high-net-worth clients according to their SEC filing dated April 10, 2023. View client details ↓
According to their SEC Form ADV, THE SHOBE FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE SHOBE FINANCIAL GROUP manages $397 million in client assets according to their SEC filing dated April 10, 2023.
According to their SEC Form ADV, THE SHOBE FINANCIAL GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.05%
Average Client Assets: $2.0 million
Total Client Accounts: 299
Discretionary Accounts: 254
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 114975
Filing ID: 1750928
Last Filing Date: 2023-04-10 11:27:00