HACKETT ROBERTSON TOBE GROUP
Total AUM
$380M
Employees
4Clients
105Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2021 LAKESHORE DRIVE
SUITE 200
NEW ORLEANS
LA 70122
United States
SUITE 200
NEW ORLEANS
LA 70122
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(800) 478-6227
Financials
Total AUM
$380M
Accounts
105Discretionary
$0
Accounts
0Non-Discretionary
$380M
Accounts
105
Clients
Individual Clients
75AUM
$13M
HNW Individual Clients
25AUM
$12M
Pension/Profit Sharing Plan Clients
4AUM
$5M
Government Entity Clients
1AUM
$350M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.