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Building 2BROUSSARD FINANCIAL GROUP, LLC

Map pinKAPLAN, LA
Phone337-643-8319
NotebookSEC #801-130384
Total AUM
$138.8M
Employees
2
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 WEST VETERANS MEMORIAL DRIVE
KAPLAN
LA 70548
United States
Operating Hours
M-TH:8AM TO 4:30PM AND FRIDAYS 8AM TO 12 NOON
Monday - Friday
Phone
337-643-8319
Other Offices
1

ReceiptFinancials

Total AUM
$138.8M
Accounts
438
Discretionary
$138.8M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$25.4M
HNW Individual Clients
72
AUM
$113.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
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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