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Building 2KROPOG FINANCIAL GROUP, LLC

Map pinMANDEVILLE, LA
Phone(985) 727-6724
NotebookSEC #801-123679
Total AUM
$160.5M
Employees
7
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2895 HIGHWAY 190 STE 205
MANDEVILLE
LA 70471
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
(985) 727-6724
Other Offices
1

ReceiptFinancials

Total AUM
$160.5M
Accounts
522
Discretionary
$152.6M
Accounts
518
Non-Discretionary
$7.9M
Accounts
4

ContactClients

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Individual Clients
170
AUM
$58.5M
HNW Individual Clients
51
AUM
$91.5M
Pension/Profit Sharing Plan Clients
1
AUM
$7.9M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$110.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSTNTX

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

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