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Building 2JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Map pinBATON ROUGE, LA
Phone(225) 755-0488
NotebookSEC #801-134840
Total AUM
$130.5M
Employees
7
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18212 E. PETROLEUM DRIVE
BUILDING 3, SUITE A
BATON ROUGE
LA 70809
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(225) 755-0488
Other Offices
1

ReceiptFinancials

Total AUM
$130.5M
Accounts
702
Discretionary
$130.5M
Accounts
702
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$65.5M
HNW Individual Clients
39
AUM
$65M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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