Adviser Profile
| As of Date | 01/12/2026 |
| Registration | Louisiana, Approved, 02/05/2026 |
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| Former registrations | |
| Contact Info | (83 xxxxxxx |
| Websites |
| AUM* | 2,630,176 28% |
| of that, discretionary | 2,630,176 28% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 114,355 17% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds