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HANCOCK WHITNEY INVESTMENT SERVICES INC.
CRD 40637 · SEC 801-68420
701 POYDRAS ST., SUITE 3100, NEW ORLEANS, LA, 70139, United States
Phone
504-586-7290
Fax
504-962-4722
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.1M
Discretionary AUM
$306.1M
Team
49 total employees; 49 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 863 | $270.3M |
| High net worth individuals | 2 | $11.6M |
| Corporations/business entities | 16 | $8.1M |
States served
LA, MS, TX
Official SEC filing: View on IAPD