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FENNER INVESTMENTS, L.L.C.
NEW ORLEANS, LA
504-581-6288
SEC #801-61863Total AUM
$22.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
228 ST. CHARLES AVENUE,
SUITE 1414
NEW ORLEANS
LA 70130
USA
SUITE 1414
NEW ORLEANS
LA 70130
USA
Operating Hours
8:30 A.M. - 3:30 P.M.CST
Monday - Friday
Monday - Friday
Phone
504-581-6288
Financials
Total AUM
$22.7M
Accounts
39Discretionary
$17.6M
Accounts
30Non-Discretionary
$5.1M
Accounts
9
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.