EF
EF

Eugenie Grevemberg Fromherz

4 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
116 clients
Average Client Portfolio
$13.6M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Investment management only
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Location

830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eugenie owns a custom sewing business, Eugenie New Orleans LLC, specializing in window treatments and children's clothes. She dedicates a few hours per week to this business, none of which occur during trading hours.

Employment History
Current Registrations
Orleans Capital Management CORP
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2021 - August 2022 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - August 2022 · 2 yrs 10 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.