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Building 2RENAISSANCE ADVISORS

Map pinRIDGELAND, MS
Phone601-714-1034
NotebookSEC #801-133846
Total AUM
$150.9M
Employees
2
Clients
338

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
602 STEED ROAD SUITE 110
RIDGELAND
MS 39157
United States
Operating Hours
8AM - 5 PM
Monday - Friday
Phone
601-714-1034

ReceiptFinancials

Total AUM
$150.9M
Accounts
334
Discretionary
$136.4M
Accounts
330
Non-Discretionary
$14.5M
Accounts
4

ContactClients

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Individual Clients
309
AUM
$59.2M
HNW Individual Clients
25
AUM
$77.3M
Pension/Profit Sharing Plan Clients
4
AUM
$14.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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

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