$175MM AUM | $1.5MM GDC in
We are a 5 advisor, 3 staff financial advisory office providing comprehensive planning and investment management. We manage $150m: 70% investment accts, 30% annuities. Most of investment accts are advisory accts (about $80m), and much of the annuity business generates trails.
One advisor and one staff have been with LPL since 1999, and we've been operating together as Pontchartrain since 2009. We use eMoney, Redtail, and LPL's Enhanced Trading platform. We occupy a building that we own in Olde Towne Slidell, Louisiana.
We are looking to grow our firm by adding advisors (including junior advisors), buying a business or book, or perhaps merging with another firm. We are also considering an attorney, CPA or accountant, and P&C agent to provide these services in house.