Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mandeville, LA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
300
Avg Client Age
55
Overview

6 person team. We have a strong equity practice of Managed Money.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...