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CDS JAMES INVESTMENTS, LLC
CRD 299741
318 HARRISON AVE, NEW ORLEANS, LA, 70124, United States
Phone
337-221-0991
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.6M
Discretionary AUM
$48.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $10.6M |
| High net worth individuals | 18 | $38.0M |
Official SEC filing: View on IAPD