1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HIBERNIA WEALTH PARTNERS, LLC

Map pinBATON ROUGE, LA
Phone225-778-7972
NotebookSEC #801-124947
Total AUM
$372.5M
Employees
10
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6700 JEFFERSON HWY.
BUILDING 4, SUITE B
BATON ROUGE
LA 70806
United States
Operating Hours
8AM - 5 PM CST
Monday - Friday
Phone
225-778-7972
Other Offices
3

ReceiptFinancials

Total AUM
$372.5M
Accounts
1,069
Discretionary
$364.7M
Accounts
1,063
Non-Discretionary
$7.8M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
393
AUM
$79.3M
HNW Individual Clients
230
AUM
$272.4M
Pension/Profit Sharing Plan Clients
21
AUM
$14.2M
Charitable Organization Clients
2
AUM
$445.2K
Corporation or Business Clients
6
AUM
$3.2M
Other Clients
1
AUM
$3.1M
Description of Other Clients
UNION ACCOUNT

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGALAMDMSNHORTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account