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Building 2CONSORTIUM PRIVATE WEALTH LLC

Map pinMANDEVILLE, LA
Phone800-980-5601
NotebookSEC #801-127380
Total AUM
$4M
Employees
5
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 N CAUSEWAY BLVD
STE 2B
MANDEVILLE
LA 70448
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
800-980-5601

ReceiptFinancials

Total AUM
$4M
Accounts
8
Discretionary
$0
Accounts
0
Non-Discretionary
$4M
Accounts
8

ContactClients

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HNW Individual Clients
8
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIALATX

HandshakeAffiliates

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

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