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Building 2HANCOCK WHITNEY INVESTMENT SERVICES INC.

Map pinNEW ORLEANS, LA
Phone504-586-7290
NotebookSEC #801-68420
Total AUM
$306.1M
Employees
49
Clients
912

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 POYDRAS ST.
SUITE 3100
NEW ORLEANS
LA 70139
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
504-586-7290
Other Offices
3

ReceiptFinancials

Total AUM
$306.1M
Accounts
912
Discretionary
$306.1M
Accounts
912
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
863
AUM
$270.3M
HNW Individual Clients
2
AUM
$11.6M
Corporation or Business Clients
16
AUM
$8.1M
Other Clients
31
AUM
$16M
Description of Other Clients
TRUSTS & ESTATES

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
LAMSTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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