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THIRTYNORTH INVESTMENTS, LLC
NEW ORLEANS, LA
504-528-3685
SEC #801-71921Total AUM
$467.8M
Employees
6Clients
238Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1460 ENERGY CENTRE
1100 POYDRAS STREET
NEW ORLEANS
LA 70163
United States
1100 POYDRAS STREET
NEW ORLEANS
LA 70163
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
504-528-3685
Financials
Total AUM
$467.8M
Accounts
635Discretionary
$345.8M
Accounts
630Non-Discretionary
$122M
Accounts
5
Clients
Individual Clients
144AUM
$35.5M
HNW Individual Clients
70AUM
$204.9M
Pension/Profit Sharing Plan Clients
18AUM
$218.6M
Charitable Organization Clients
4AUM
$5.9M
Corporation or Business Clients
2AUM
$2.8M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LASCTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.