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FREEGULLIVER, LLC
NEW ORLEANS, LA
504-899-0300
SEC #801-65870Total AUM
$836.6M
Employees
17Clients
221Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5500 LAUREL STREET
NEW ORLEANS
LA 70115
United States
NEW ORLEANS
LA 70115
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Monday - Friday
Phone
504-899-0300
Financials
Total AUM
$836.6M
Accounts
584Discretionary
$549.2M
Accounts
459Non-Discretionary
$287.4M
Accounts
125
Clients
Individual Clients
83AUM
$20.4M
HNW Individual Clients
87AUM
$507M
Pooled Vehicle Clients
35AUM
$267.6M
Pension/Profit Sharing Plan Clients
11AUM
$19.5M
Charitable Organization Clients
1AUM
$9M
Corporation or Business Clients
4AUM
$13.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
CONCIERGE SERVICES; BILL-PAYING SERVICES; MANAGEMENT CONSULTING; EXECUTIVE COMPENSATION CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACOFLLAMSNYTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.