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Building 2THE MUTUAL FUND STORE

Map pinMETAIRIE, LA
Phone504-830-7676
NotebookSEC #801-66671
Total AUM
$153.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3900 N. CAUSEWAY BOULEVARD SUITE 100
METAIRIE
LA 70002
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
504-830-7676

ReceiptFinancials

Total AUM
$153.5M
Accounts
1,790
Discretionary
$153.5M
Accounts
1,790
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLAMSTX

HandshakeAffiliates

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

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