Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Metairie, LA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$450,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
900
Avg Client Age
55
Overview

We are a Fee-Only SEC Registered Investment Advisory firm. We offer our clients passively managed engineered/smart beta index portfolios. Our fee structure is an annual flat fee model. We are interested in purchasing firms and not interested in selling our firm. We are also the largest DFA (Dimensional) Advisor in Louisiana and have access to AQR and Stone Ridge Funds.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...