| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/01/1992 |
| ADV Location | METAIRIE, LA, United States |
| Contact Info | 504 xxxxxxx |
| Websites |
| AUM* | 210,200,000 -1% |
| of that, discretionary | 184,500,000 -1% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 461,978 15% |
| % High Net Worth | 27.69% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds