ADVISOR.INVESTMENTS - Financial Advisor in Louisiana, Baton Rouge

Tel: 225-292-0687 4870 Bluebonnet Blvd. Suite B Baton Rouge, Louisiana 70809

About 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

Firm CRD#:

142202

Firm SEC#:

801-67260

Assets Under Management:

$195,496,218

No. of Clients:

306

No. of Advisors:

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 PREPARATION)

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