Assets Under Management

$214.1M

Number of Clients

195

Number of Advisors

3

Avg. Portfolio per Client

$1.1M

Avg. Managed per Advisor

$71.4M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

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Location

4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804

3 Advisors at this firm