SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Metairie, LA
AUM
$1.94B
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-544-7700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in LA, METAIRIE
11 advisers found
SECOND LINE CAPITAL, LLC
Metairie, LA
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-321-0923
DELTA FINANCIAL ADVISORS, L.L.C.
Metairie, LA
AUM
$592.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
504 522-9019
ADG WEALTH MANAGEMENT GROUP, LLC
Metairie, LA
AUM
$336.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
504-267-9880
WEALTHHARBOR CAPITAL GROUP, LLC
Metairie, LA
AUM
$334.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-482-1962
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Metairie, LA
AUM
$211.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
504-831-4636
CRESCENT STERLING LTD.
Metairie, LA
AUM
$210.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
504-885-1135
LEGACY INVESTMENT STRATEGIES, LLC
Metairie, LA
AUM
$111.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-361-7788
PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
Metairie, LA
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
504-291-1525
POYDRAS CAPITAL PARTNERS
Metairie, LA
AUM
$26.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
504-508-8900
A-V CAPITAL MANAGEMENT, LLC
Metairie, LA
AUM
$59.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
504-831-3537
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