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Building 2GOING CPAS AND WEALTH ADVISORS

Map pinOPELOUSAS, LA
Phone337-942-3041
NotebookSEC #801-132882
Total AUM
$160.8M
Employees
10
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2811 SOUTH UNION
OPELOUSAS
LA 70570
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
337-942-3041
Other Offices
2

ReceiptFinancials

Total AUM
$160.8M
Accounts
601
Discretionary
$160.8M
Accounts
601
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
286
AUM
$66.8M
HNW Individual Clients
38
AUM
$76.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
1
AUM
$11.2M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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