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Building 2SECOND LINE CAPITAL, LLC

Map pinMETAIRIE, LA
Phone504-321-0923
NotebookSEC #801-127790
Total AUM
$1.3B
Employees
28
Clients
1,197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2800 VETERANS MEMORIAL BLVD.
SUITE 220
METAIRIE
LA 70002
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
504-321-0923
Other Offices
4

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,199
Discretionary
$1.3B
Accounts
1,199
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
850
AUM
$183.5M
HNW Individual Clients
277
AUM
$482.6M
Pension/Profit Sharing Plan Clients
62
AUM
$652.2M
Charitable Organization Clients
1
AUM
$533.6K
Corporation or Business Clients
7
AUM
$5.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLGALAMIMSOKTXVA

HandshakeAffiliates

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

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