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Building 2HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

Map pinNEW ORLEANS, LA
Phone504-832-3921
NotebookSEC #801-115250
Total AUM
$617.9M
Employees
3
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 POYDRAS STREET
SUITE 2010
NEW ORLEANS
LA 70163
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
504-832-3921

ReceiptFinancials

Total AUM
$617.9M
Accounts
1,236
Discretionary
$573.7M
Accounts
1,227
Non-Discretionary
$44.2M
Accounts
9

ContactClients

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Individual Clients
286
AUM
$111.3M
HNW Individual Clients
158
AUM
$445.4M
Pension/Profit Sharing Plan Clients
46
AUM
$56.9M
Charitable Organization Clients
2
AUM
$1.7M
Corporation or Business Clients
13
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALAMSNCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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