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ADVISOR.INVESTMENTS
Tel: 225-292-0687
4870 Bluebonnet Blvd. Suite B
Baton Rouge, Louisiana 70809
ADVISOR.INVESTMENTS
ADVISOR.INVESTMENTS is a Baton Rouge, Louisiana based financial advisory firm with nearly $195,496,218 in assets under management and provides investment advisory services for 306 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters , Education seminars/workshops , Other (EDUCATIONAL VIDEOS/ WEBINARS)
Fee Structure:
A percentage of AUM, Commission Based, Performance Based, Other (FEES FOR TAX PREPARATIO
Firm CRD#:
142202
SEC#:
801-67260
No. of Clients:
306
Assets under Management
$195,496,218
No. of Advisors:
6
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