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INVESTEDGE
225-766-9720
SEC #801-67881Total AUM
$52M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 AM - 6 PM
Monday - Friday
Monday - Friday
Phone
225-766-9720
Financials
Total AUM
$52M
Accounts
14Discretionary
$52M
Accounts
14Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.