Adviser Profile
| As of Date | 05/19/2020 |
| Registration status | Registration Changed to BANKPLUS WEALTH MANAGEMENT, LLC |
| ADV Location | JACKSON, MS, United States |
| AUM* | 21,016,663 |
| of that, discretionary | 21,016,663 |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 313,682 |
| % High Net Worth | 40.82% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
139M
119M
99M
80M
60M
40M
20M
2016
2017
2018
2019
2020
Private Funds
No private funds