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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in LA, METAIRIE
12 advisers found
FPL CAPITAL MANAGEMENT, LLC
Metairie, LA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
504-828-1969
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
GUILBAULT CAPITAL
Metairie, LA
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
504-612-9250
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 CITY RETIREMENT GROUP
Metairie, LA
AUM
$130.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
504-828-2171
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
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
Metairie, LA
AUM
$4.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
504-520-8050
FIDUCIARY PARTNERS, LLC
Metairie, LA
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-309-0060
FIRST SECURITY FINANCIAL WEALTH MANAGER, INC.
Metairie, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
51-100
Fees
Fixed fees; REFERRAL FEES AND PENSION CONSULTING FEES
504-834-1150
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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