Overview
Assets Under Management: $2.5 billion
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 1,329
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,329
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.93
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 7,157
Discretionary Accounts: 7,157
Regulatory Filings
CRD Number: 306876
Last Filing Date: 2025-02-10 00:00:00
Website: https://twadvisor.com