| As of Date | 03/23/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Louisiana, Approved, 05/23/2011 |
| AUM* | 9,500,000 33% |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,275 33% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 504 xxxxxxx |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds