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Building 2BURNS ESTATE PLANNING & WEALTH ADVISORS

Map pinHAMMOND, LA
Phone(985) 345-7114
NotebookSEC #801-117306
Total AUM
$342.9M
Employees
7
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1607 SW RAILROAD AVE.
HAMMOND
LA 70403
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
(985) 345-7114
Other Offices
7

ReceiptFinancials

Total AUM
$342.9M
Accounts
1,470
Discretionary
$0
Accounts
0
Non-Discretionary
$342.9M
Accounts
1,470

ContactClients

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Individual Clients
563
AUM
$172.6M
HNW Individual Clients
90
AUM
$170.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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