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Building 2KBOC, LLC

Map pinMETAIRIE, LA
Phone(504) 457-6252
NotebookSEC #801-62527
Total AUM
$43.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2555 SEVERN AVENUE
SUITE 100
METAIRIE
LA 70002
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(504) 457-6252

ReceiptFinancials

Total AUM
$43.3M
Accounts
27
Discretionary
$0
Accounts
0
Non-Discretionary
$43.3M
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES MAY BE NEGOTIABLE AND MAY VARY FROM CLIENT TO CLIENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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