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STOKES FAMILY OFFICE LLC
NEW ORLEANS, LA
(504) 399-4100
SEC #801-115261Total AUM
$3.4B
Employees
14Clients
795Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1100 POYDRAS ST
STE. 2775
NEW ORLEANS
LA 70163
United States
STE. 2775
NEW ORLEANS
LA 70163
United States
Operating Hours
8AM - 5PM CT
Monday - Friday
Monday - Friday
Phone
(504) 399-4100
Other Offices
2
Financials
Total AUM
$3.4B
Accounts
2,486Discretionary
$3.4B
Accounts
2,486Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
341AUM
$130.5M
HNW Individual Clients
383AUM
$2.4B
Pension/Profit Sharing Plan Clients
50AUM
$525.6M
Charitable Organization Clients
6AUM
$150.6M
Corporation or Business Clients
15AUM
$189.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLGALAMSMTNCNYSCTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.