Company Profile

As of Date 01/22/2026
ADV Location United States, LA
AUM* 31,482,000 27%
of that, discretionary 31,482,000 42%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 414,237 -29%
High Net Worth 23.21% -64%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

50M 43M 36M 29M 21M 14M 7M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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