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Building 2HASSELL WEALTH MANAGEMENT

Map pinHOUMA, LA
Phone985-868-9881
NotebookSEC #801-114012
Total AUM
$387.4M
Employees
9
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 LAFAYETTE STREET
SUITE 200
HOUMA
LA 70360
United States
Operating Hours
8:00AM-3:00PM
Monday - Friday
Phone
985-868-9881
Other Offices
2

ReceiptFinancials

Total AUM
$387.4M
Accounts
1,227
Discretionary
$387.4M
Accounts
1,227
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
320
AUM
$93.3M
HNW Individual Clients
94
AUM
$293.8M
Corporation or Business Clients
1
AUM
$243.1K
Other Clients
1
AUM
$188
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSNHTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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