| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/15/2025 |
| Adviser Type | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Registration | Louisiana, Approved, 06/06/2002 |
|
|
|
| AUM* | 17,074,786 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 73,282 |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 985 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds