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Building 2ADVISOR.INVESTMENTS

Map pinBATON ROUGE, LA
Phone225-292-0687
NotebookSEC #801-67260
Total AUM
$199.4M
Employees
6
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4870 BLUEBONNET BLVD.
SUITE B
BATON ROUGE
LA 70809
United States
Operating Hours
BY APPOINTMENT
MON-THURS; FRI BY APPT
Phone
225-292-0687
Other Offices
7

ReceiptFinancials

Total AUM
$199.4M
Accounts
316
Discretionary
$185.4M
Accounts
266
Non-Discretionary
$14M
Accounts
50

ContactClients

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Individual Clients
89
AUM
$42.6M
HNW Individual Clients
79
AUM
$156.8M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementOther ServicesPublications
Other Services
EDUCATIONAL VIDEOS/ WEBINARS
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FEES FOR TAX PREPARATION

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLAMSNETX

HandshakeAffiliates

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

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