ROYAL ROAD WEALTH PARTNERS, LLC
New Orleans, LA
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(504) 249-8586
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
36 advisers found
BAVARIAN WEALTH MANAGEMENT, INC.
New Orleans, LA
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
504-299-3370
UPBEAT WEALTH
New Orleans, LA
AUM
$14.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-386-3856
NINETY WEST GLOBAL WEALTH
New Orleans, LA
AUM
$6.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(504) 822-6083
WALTER C. FLOWER & CO., INC
New Orleans, LA
AUM
$591.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
504-561-0138
Full profileNo website
HANCOCK WHITNEY INVESTMENT SERVICES INC.
New Orleans, LA
AUM
$306.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
49 advisors
Clients
—
Fees
Percentage of AUM
504-586-7290
Full profileNo website
CDS JAMES INVESTMENTS, LLC
New Orleans, LA
AUM
$48.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
337-221-0991
Full profileNo website
GREEN TURTLE CAPITAL MANAGEMENT, LLC
New Orleans, LA
AUM
$16.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
504-584-1228
Full profileNo website
COVINGTON INVESTMENT MANAGEMENT, LLC
New Orleans, LA
AUM
$8.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
504-584-1228
Full profileNo website
CRESCENT INVESTMENT ADVISORS LLC
New Orleans, LA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(504) 378-3470
Full profileNo website
SYNERGIST PRIVATE WEALTH LLC
New Orleans, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
504-339-7373
Full profileNo website
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