Adviser Profile
| As of Date | 03/03/2026 |
| Registration | Louisiana, Approved, 11/13/2023 |
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| Former registrations | |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 39,117,239 36% |
| of that, discretionary | 33,469,529 660% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,938 46% |
| % High Net Worth | 0.80% -5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds