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Building 2FAMILY OFFICE OF THE SOUTH, INC.

Map pinNEW ORLEANS, LA
Phone504-304-3686
NotebookSEC #801-68094
Total AUM
$59.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4640 S. CARROLLTON AVE.
SUITE 220
NEW ORLEANS
LA 70119
USA
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
504-304-3686

ReceiptFinancials

Total AUM
$59.2M
Accounts
22
Discretionary
$59.2M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LA

HandshakeAffiliates

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

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