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Building 2BRETT JOSEY WEALTH MANAGEMENT INC

Map pinSHREVEPORT, LA
Phone318-226-9999
NotebookSEC #801-55175
Total AUM
$57.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 EDWARDS STREET, SUITE 824
SHREVEPORT
LA 71101-5510
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
318-226-9999

ReceiptFinancials

Total AUM
$57.5M
Accounts
66
Discretionary
$57.5M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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