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Building 2HACKETT ROBERTSON TOBE GROUP

Map pinNEW ORLEANS, LA
Phone(800) 478-6227
NotebookSEC #801-117295
Total AUM
$380M
Employees
4
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2021 LAKESHORE DRIVE
SUITE 200
NEW ORLEANS
LA 70122
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(800) 478-6227

ReceiptFinancials

Total AUM
$380M
Accounts
105
Discretionary
$0
Accounts
0
Non-Discretionary
$380M
Accounts
105

ContactClients

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Individual Clients
75
AUM
$13M
HNW Individual Clients
25
AUM
$12M
Pension/Profit Sharing Plan Clients
4
AUM
$5M
Government Entity Clients
1
AUM
$350M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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