Adviser Profile
| As of Date | 04/28/2026 |
| Registration | SEC, Approved, 07/17/2025 |
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| Former registrations | |
| ADV Location | METAIRIE, LA, United States |
| Contact Info | 504 xxxxxxx |
| Websites |
| AUM* | 130,923,958 20% |
| of that, discretionary | 130,923,958 20% |
| Number of Employees | 12 33% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 140,326 127% |
| % High Net Worth | 1.61% -6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
131M
112M
94M
75M
56M
37M
19M
2025
2026
Private Funds
No private funds