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Building 2THE MUTUAL FUND STORE

Map pinBATON ROUGE, LA
Phone225-291-7878
NotebookSEC #801-70542
Total AUM
$40.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4979 BLUEBONNET BLVD.
SUITE B
BATON ROUGE
LA 70809
United States
Operating Hours
TBA
TBA
Phone
225-291-7878

ReceiptFinancials

Total AUM
$40.8M
Accounts
243
Discretionary
$40.8M
Accounts
243
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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