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Building 2GUILBAULT CAPITAL

Map pinMETAIRIE, LA
Phone504-612-9250
NotebookSEC #801-130286
Total AUM
$303.8M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3850 N CAUSEWAY BLVD.
SUITE 121
METAIRIE
LA 70002
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
504-612-9250

ReceiptFinancials

Total AUM
$303.8M
Accounts
654
Discretionary
$168.8M
Accounts
273
Non-Discretionary
$135M
Accounts
381

ContactClients

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Individual Clients
30
AUM
$9.2M
HNW Individual Clients
108
AUM
$287.4M
Pension/Profit Sharing Plan Clients
1
AUM
$7.2M

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
LATX

HandshakeAffiliates

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

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