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Building 2THE SHOBE FINANCIAL GROUP

Map pinBATON ROUGE, LA
Phone225-763-7010
NotebookSEC #801-70323
Total AUM
$396.6M
Employees
21
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8280 YMCA PLAZA DRIVE
BUILDING 4
BATON ROUGE
LA 70810
United States
Operating Hours
8:30 AM -5:30 PM
Monday - Friday
Phone
225-763-7010
Other Offices
3

ReceiptFinancials

Total AUM
$396.6M
Accounts
299
Discretionary
$316M
Accounts
254
Non-Discretionary
$80.6M
Accounts
45

ContactClients

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Individual Clients
179
AUM
$85.5M
HNW Individual Clients
105
AUM
$210.4M
Charitable Organization Clients
1
AUM
$300K
Government Entity Clients
1
AUM
$34.6M
Corporation or Business Clients
1
AUM
$36.9M
Other Clients
10
AUM
$28.9M
Description of Other Clients
LAW ENFORCEMENT ASSOCIATION & OTHER FAMILY BUSINESSES

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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