| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 05/23/2025 |
|
|
|
| ADV Location | NEW ORLEANS, LA, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 196,108,853 |
| of that, discretionary | 150,151,868 100% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 427,252 |
| % High Net Worth | 33.33% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds