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Building 2FORTUNE 45, LLC.

Map pinGONZALES, LA
Phone225-614-9599
NotebookSEC #801-120997
Total AUM
$237.7M
Employees
5
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39309 TOMMY MOORE RD
GONZALES
LA 70737
United States
Operating Hours
9 - 5 PM
Monday - Friday
Phone
225-614-9599

ReceiptFinancials

Total AUM
$237.7M
Accounts
1,137
Discretionary
$237.7M
Accounts
1,137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
621
AUM
$139.7M
HNW Individual Clients
24
AUM
$91.5M
Charitable Organization Clients
3
AUM
$1.3M
Corporation or Business Clients
5
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALAMIOKTX

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

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