$100MM AUM | $1MM GDC in New Orleans, LA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
New Orleans, LA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
250
Avg Client Age
55
Overview

Bellingrath Wealth Management & Employee Benefits is a boutique firm based in New Orleans that offers the personal attention that our clients deserve. Bellingrath has been providing comprehensive wealth management to individuals, families, and business owners. Whether it's an individual seeking guidance on how to best pursue personal financial goals or a company wanting to make sure that it's spending its benefit dollars wisely, we have helped multiple generations of our clients to make well informed financial decisions. Our team approach fosters a comprehensive, yet intimate and focused approach to working with our clients.

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