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Building 2PERSONAL FINANCIAL ADVISORS, LLC

Map pinCOVINGTON, LA
Phone(985) 898-0450
NotebookSEC #801-60845
Total AUM
$121.6M
Employees
5
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 TYLER STREET
#6
COVINGTON
LA 70433
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(985) 898-0450

ReceiptFinancials

Total AUM
$121.6M
Accounts
476
Discretionary
$113.1M
Accounts
465
Non-Discretionary
$8.5M
Accounts
11

ContactClients

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Individual Clients
107
AUM
$32.1M
HNW Individual Clients
40
AUM
$89.4M
Pension/Profit Sharing Plan Clients
1
AUM
$145.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLAMSTX

HandshakeAffiliates

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

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