Asset management companies in Louisiana focus on managing investments for individuals and institutions, offering strategies that align with client goals. This industry includes various players, from large wealth management firms overseeing billions in assets to boutique agencies catering to specialized needs. The landscape reflects an increasing demand for personalized financial services, driven by diverse client expectations and advancing technology. Firms in this sector are evolving, incorporating digital solutions to enhance client engagement. Moreover, recent trends indicate growth in sustainable investing, with many companies adapting their strategies to align with environmental and social governance criteria.


The companies in this list showcase a spectrum of asset managers based in Louisiana, varying in size from small teams to larger firms. Founded between 1959 and 2018, these companies specialize in diverse services including wealth management, investment advisory, and financial planning. Headquarter locations span cities like Baton Rouge, Metairie, and New Orleans, reflecting regional economic strengths. Many firms, while primarily focused on individual wealth, extend their expertise to business solutions, illustrating a blend of personal and corporate financial advisory services.


Continue reading to explore Louisiana's top asset management companies.


Top 24 Asset Management Companies in Louisiana


1. Argent Financial Group, Inc.

  • Website: argentfinancial.com
  • Ownership type: Corporate
  • Headquarters: Ruston, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: June 2023
  • Founded year: 1990
  • Headcount: 201-500
  • LinkedIn: argent-financial-group-inc-

Argent Financial Group, Inc., founded in 1990 and based in Ruston, Louisiana, is a financial services firm that specializes in wealth management, investment management, and trust services. The company serves a broad clientele, including individuals, families, businesses, and institutions, providing tailored financial strategies aimed at managing and growing client assets. Argent operates across 38 markets in 16 states, showcasing its geographical reach and commitment to client service. The firm oversees more than $85 billion in client assets, reflecting its substantial presence in the asset management sector. Argent's services include professional trust management, retirement plan services, and specialized asset management, particularly in oil and gas. Their approach emphasizes understanding clients' unique financial situations and goals, ensuring that the strategies they recommend are in the best interest of their clients. Argent is privately owned by its staff and clients, which fosters a culture of accountability and service excellence.


2. Dorsey & Company, Inc

  • Website: dorseyco.com
  • Ownership type: Corporate
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Latest funding: December 2021
  • Founded year: 1959
  • Headcount: 11-50
  • LinkedIn: dorsey-%26-company-inc

Dorsey & Company, Inc. is a wealth management firm based in Metairie, Louisiana, with a history dating back to 1959. The firm specializes in providing investment counseling and financial services to individuals and families, focusing on personalized strategies that help clients achieve their financial goals. Their services include investment management, retirement planning, and securities brokerage, all delivered through a long-term partnership approach. Dorsey & Company prides itself on its commitment to sound management practices and a time-tested investment philosophy, which has allowed them to navigate various economic challenges effectively. The firm operates primarily in the financial services sector, catering to clients who value tailored financial solutions. They also offer resources and educational materials to empower clients in their financial decision-making processes.


3. Horizon Financial Group

  • Website: horizonfg.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 78%, Canada 22%
  • Founded year: 1999
  • Headcount: 11-50
  • LinkedIn: horizon-wealth-management

Horizon Financial Group, based in Baton Rouge, Louisiana, has been providing financial advisory services since its founding in 1999. With a team of 23 professionals, the firm focuses on financial planning, investment management, and retirement planning. They cater to a variety of clients, including business owners, healthcare professionals, pre-retirees, and retirees, offering customized strategies to help clients manage their wealth effectively. Horizon Financial Group has been recognized in the industry, appearing on lists such as the NAPA Top DC Advisor Teams and the Financial Times Top 401 Investment Advisors, which highlights their expertise in retirement planning and investment management. Their approach emphasizes building strong relationships with clients, ensuring that financial strategies align with individual goals and needs.


4. Pinnacle Asset Management Group, Inc


Pinnacle Asset Management Group, Inc., based in Shreveport, Louisiana, is a private financial advisory firm founded in 1998. The company specializes in providing personalized financial services, including investment management, retirement planning, estate planning, and insurance solutions. With a commitment to offering objective and unbiased advice, Pinnacle aims to help individual clients navigate their financial futures and achieve their financial goals. The firm emphasizes a team approach, ensuring that clients receive comprehensive support tailored to their unique needs. Although Pinnacle has been active in the financial advisory sector for over two decades, it operates with a small team, which may limit its reach and resources compared to larger asset management firms.


5. Acadian Capital Group

  • Website: acadiancap.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2018
  • Headcount: 11-50
  • LinkedIn: acadiancap

Acadian Capital Group, based in Baton Rouge, Louisiana, is a private wealth management firm established in 2018. The company specializes in providing tailored financial solutions for high net-worth individuals and families. Their offerings include Family Office Management, Mergers and Acquisitions Advisory, Investment Due Diligence, Financial Modeling and Analysis, and Portfolio Company Operations. Acadian Capital Group aims to simplify the complexities of wealth management, allowing clients to experience freedom and peace of mind. The firm is staffed by a team of experienced professionals who bring expertise in various aspects of financial management, ensuring that clients receive personalized and effective service. With a focus on alleviating the burdens associated with managing wealth, Acadian Capital Group positions itself as a partner in navigating the financial landscape.


6. Carson Wealth-The Shobe Financial Group

  • Website: carsonshobe.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1983
  • Headcount: 11-50
  • LinkedIn: the-shobe-financial-group

Carson Wealth-The Shobe Financial Group, founded in 1983, is a financial advisory firm based in Baton Rouge, Louisiana. The firm specializes in a range of services including financial planning, investment management, estate planning, and tax planning. They cater primarily to individuals and families, helping them manage their wealth effectively and prepare for their financial futures. Carson Wealth emphasizes personalized consultations, ensuring that clients receive tailored advice to navigate the complexities of their financial situations. The firm has also been recognized with various accolades, including the Forbes Best-in-State Wealth Advisor award, which highlights their commitment to quality service and client satisfaction. With a team of dedicated professionals, Carson Wealth aims to simplify financial management for their clients, making them a relevant player in the asset management industry.


7. Darnall Sikes Wealth Partners LLC


Darnall Sikes Wealth Partners LLC, based in Lafayette, Louisiana, is a wealth management firm founded in 2007. The company specializes in providing a range of financial services tailored to high net worth individuals and business owners. Their offerings include financial planning, investment management, retirement planning, insurance, legacy planning, and tax management. With a team of over 30 professionals, including CPAs and CERTIFIED FINANCIAL PLANNER™ professionals, Darnall Sikes emphasizes a holistic approach to wealth management. They have been recognized as a top-producing firm within a nationwide network of CPA wealth management firms, managing more than $1 billion in assets. Their independence from financial institutions allows them to prioritize client interests, ensuring that their advice is not influenced by external product promotions. Darnall Sikes also engages in community involvement, reflecting their commitment to local economic development and client relationships.


8. WFA - Plan Invest Inspire

  • Website: planinvestinspire.com
  • Ownership type: Private
  • Headquarters: Shreveport, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1997
  • Headcount: 1-10
  • LinkedIn: planinvestprosper

WFA - Plan Invest Inspire, founded in 1997 and based in Shreveport, Louisiana, is a private financial advisory firm specializing in financial planning and investment management. The firm serves a range of clients, including athletes, women, retirees, and entrepreneurs, helping them navigate their financial journeys and achieve their goals. WFA has established a unique presence in the community, notably through initiatives like the renovation of 'The Pink House,' which serves as a welcoming space for financial discussions. Their commitment to community engagement is further demonstrated through events like Yoga Farm Fest and charitable initiatives aimed at supporting local families in need. WFA operates with a small team, emphasizing personalized service and a strong client relationship. They are affiliated with RFG Advisory, an SEC-registered investment adviser, which adds a layer of credibility to their operations.


9. BEAM / BGA Wealth


BEAM / BGA Wealth Advisors, Inc. is a financial advisory firm based in Covington, Louisiana, founded in 1985. With a team of 38 employees, the firm specializes in wealth management and financial planning services tailored to individuals, business owners, and specific employee groups. They emphasize a holistic approach to financial advice, ensuring clients receive comprehensive support in managing their investments and planning for retirement. The firm operates as an independent registered investment advisor, which means they are legally obligated to act in their clients' best interests. Their services include personal wealth management, investment management, retirement planning, business owner consulting, and legacy planning. BEAM Wealth is also involved in community initiatives, reflecting their commitment to making a positive impact where they operate. They have not reported any funding, indicating a stable, self-sustaining business model.


10. Faubourg Private Wealth

  • Website: fpwa.com
  • Ownership type: Private
  • Headquarters: Metairie, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2015
  • Headcount: 11-50
  • LinkedIn: faubourg-private-wealth-advisors

Faubourg Private Wealth, founded in 2015 and based in Metairie, Louisiana, is a private financial advisory firm dedicated to wealth management and financial planning. With a team comprising former trust officers, private bankers, and investment analysts, the firm emphasizes a holistic approach to financial health. They cater to both individual clients and businesses, providing tailored solutions that address various financial needs, from retirement planning to estate management. Their commitment to fiduciary responsibility ensures that clients' interests are prioritized, and they operate independently, avoiding conflicts of interest associated with proprietary products. Faubourg Private Wealth's services include risk-conscious investing, tax planning, and retirement plan consulting, making them a relevant player in the asset management sector.


11. Global Asset Management Group, RJFS


Global Asset Management Group, RJFS, founded in 2013 and based in Lake Charles, Louisiana, is a private financial advisory firm. With a small team of around 25 employees, the firm specializes in providing comprehensive financial services tailored to the needs of individuals and families. Their offerings include financial planning, retirement planning, tax planning, estate planning, and college planning. The firm emphasizes a personalized approach, aiming to build long-term relationships with clients and help them achieve their financial objectives. They operate independently of larger financial institutions, which allows them to focus on delivering unbiased advice and innovative investment strategies. Their advisors are dedicated to understanding the unique circumstances of each client, ensuring that the financial plans they create are aligned with the clients' goals and risk tolerance.


12. JECohen & Co., LLC

  • Website: jecohenco.com
  • Ownership type: Private
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2015
  • Headcount: 1-10
  • LinkedIn: jecohen-holdings-llc

JECohen & Co., LLC, based in New Orleans, Louisiana, is a wealth management firm founded in 2015. The firm specializes in investment advisory services tailored to the needs of individual and institutional clients. JECohen is dedicated to empowering its clients through personalized financial strategies, which include wealth management, retirement planning, and estate planning. The firm aims to enhance financial literacy and break down barriers to wealth creation, making investment opportunities accessible to a wider audience. JECohen's approach is characterized by a commitment to integrity and transparency, ensuring that clients receive the same level of support regardless of their financial background. The firm has also made strides in community engagement, focusing on historically disinvested groups and promoting inclusive financial practices. JECohen has not reported any funding, indicating that it operates as a privately held entity without external financial backing.


13. Compass Capital Management LLC

  • Website: compasscapitalweb.com
  • Ownership type: Private
  • Headquarters: Metairie, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2001
  • Headcount: 11-50
  • LinkedIn: compass-capital-mgmt

Compass Capital Management LLC, based in Metairie, Louisiana, is a private financial advisory firm founded in 2001. With a team boasting over 250 years of combined experience, the firm specializes in personalized financial planning and investment advisory services tailored to the unique needs of individuals, families, and small businesses. Their approach emphasizes understanding clients' financial situations and providing customized solutions to help them achieve their financial goals. The firm is committed to a fiduciary standard, ensuring that they prioritize their clients' best interests in all financial decisions. Compass Capital Management serves a range of clients, including medical professionals and executives, and offers a variety of services from retirement planning to investment management. They also provide educational resources to enhance financial literacy among their clients, reflecting their dedication to empowering individuals in their financial journeys.


14. Stirling

  • Website: stirlingproperties.com
  • Ownership type: Private
  • Headquarters: Covington, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1975
  • Headcount: 51-200
  • LinkedIn: stirling-properties

Stirling Properties, based in Covington, Louisiana, is a commercial real estate firm that has been operating since 1975. The company specializes in advisory, asset and property management, investment, and development services. With a dedicated team of over 185 professionals, Stirling serves a wide range of clients, including tenants, investors, property owners, and landlords. Their expertise spans multiple sectors, including retail, office, industrial, healthcare, multifamily, and hospitality. Stirling has managed an impressive 24 million square feet of property and has a total development volume exceeding $3 billion. Their approach to asset management is comprehensive, focusing on maximizing property potential through strategic oversight and tailored management plans. Stirling's commitment to understanding the unique needs of each property and its stakeholders further solidifies its position in the commercial real estate industry.


15. Altus Wealth Management

  • Website: altuswealthmgt.com
  • Ownership type: Family Owned
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2012
  • Headcount: 11-50
  • LinkedIn: altus-wealth-management

Altus Wealth Management is a financial advisory firm located in Baton Rouge, Louisiana, established in 2012. The company specializes in providing a wide array of financial services, including wealth management, financial planning, insurance, and employee benefits. With a team of 22 professionals, Altus focuses on building strong relationships with clients, offering tailored financial strategies to meet their unique needs. They serve a variety of clients, from individuals and families to businesses and organizations, emphasizing a commitment to financial security and wellness. The firm operates independently, allowing them to provide unbiased advice and a personalized approach to investment management. Their services also extend to estate and legacy planning, showcasing their holistic view of financial health. Altus Wealth Management is affiliated with LPL Financial, a registered investment advisor, which enhances their capabilities in investment advising and financial planning.


16. Executive Hotel Management

  • Website: bigrockequities.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 67%, Saudi Arabia 33%
  • Founded year: 1984
  • Headcount: 51-200
  • LinkedIn: executive-hotel-management

Executive Hotel Management (EHM) is a key player in the hospitality sector, operating under the umbrella of Big Rock Equities. Founded in 1984, EHM specializes in owning, operating, and managing a growing portfolio of hotels, including notable properties like the Holiday Inn and Crowne Plaza in Baton Rouge and Knoxville. The company prides itself on its operational expertise and commitment to enhancing property value through strategic management practices. With a focus on delivering reliable cash flow and capital preservation, EHM plays a crucial role in the overall investment strategy of Big Rock Equities, which has a history of profitability and a significant amount of assets under management. EHM's approach combines market knowledge with hands-on management, ensuring that their hospitality assets are well-positioned to meet the needs of both guests and investors.


17. Stewart Capital

  • Website: stewartcapital.com
  • Ownership type: Private
  • Headquarters: Metairie, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1910
  • Headcount: 11-50
  • LinkedIn: stewart-capital

Stewart Capital, LLC is a privately held investment company based in Metairie, Louisiana, with a rich history dating back to 1910. The firm specializes in merchant banking and investment management, catering to both individuals and businesses looking for financial growth and investment opportunities. Under the leadership of Frank B. Stewart, Jr., the company has built upon a family investment tradition that began with the founding of Stewart Enterprises, Inc., which grew from a small funeral service firm into one of the largest publicly traded deathcare companies. Stewart Capital's focus on personalized investment strategies and its regional significance in the Gulf South make it a relevant player in the asset management industry.


18. Expotel Hospitality

  • Website: expotelhospitality.com
  • Ownership type: Private
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2000
  • Headcount: 501-1000
  • LinkedIn: expotel-hospitality-llc

Expotel Hospitality, founded in 2000 and based in New Orleans, Louisiana, is a private hotel management company that specializes in providing a wide array of services to hotel owners and investors. Their offerings include management, acquisition and development, repositioning, and consulting services, all aimed at enhancing hotel performance and profitability. Expotel's expertise extends to asset management, where they focus on preserving and enhancing property value while optimizing financial returns. The company has a portfolio that includes various well-known hotel brands and has been involved in numerous projects that demonstrate their capability in the hospitality industry. Their client base primarily consists of businesses in the hospitality and real estate sectors, seeking expert guidance to optimize their investments. Expotel's commitment to improving operational efficiencies and capital expenditure planning positions them as a knowledgeable partner in the hotel management space.


19. Summit Financial Wealth Advisors

  • Website: summit-financial.com
  • Ownership type: Private
  • Headquarters: Lafayette, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2003
  • Headcount: 11-50
  • LinkedIn: summit-financial-wealth

Summit Financial Wealth Advisors, founded in 2003 and based in Lafayette, Louisiana, is a private financial advisory firm dedicated to helping individuals and families navigate their financial futures. With a team of 16 professionals, the firm specializes in a variety of services, including wealth management, investment advisory, retirement planning, estate planning, insurance services, and tax planning. Their approach emphasizes a fiduciary standard, ensuring that clients receive advice that is in their best interest. Summit Financial Wealth Advisors operates independently and collaborates with established clearing firms like Charles Schwab & Co., Inc., and Fidelity to provide investment advisory services. Their focus on personalized service and comprehensive financial planning has allowed them to build a solid reputation in their local market.


20. JPJ Investments

  • Website: jpjinvestments.com
  • Ownership type: Private
  • Headquarters: Shreveport, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1984
  • Headcount: 1-10
  • LinkedIn: jpj-investments

JPJ Investments, founded in 1984 and based in Shreveport, Louisiana, is a financial consulting firm dedicated to helping individuals and families achieve their financial goals. The firm specializes in investment planning, retirement planning, and estate planning, offering tailored financial strategies that reflect the unique needs of their clients. With a commitment to quality service, JPJ Investments combines modern technology with extensive experience to create effective financial plans. Their team, led by founder Joseph B. Psalmonds, Jr., boasts over a century of combined financial expertise. They are affiliated with LPL Financial, which allows them access to a wide range of financial products and services. JPJ Investments also emphasizes ongoing consultation, ensuring that clients' investment programs remain aligned with their evolving financial objectives. The firm has built a reputation for trust and reliability in the local community, serving over 1,500 accounts across the Ark-La-Tex region and beyond.


21. Highland Wealth

  • Website: highlandwealth.nm.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2005
  • Headcount: 11-50
  • LinkedIn: highland-wealth

Highland Wealth, based in Baton Rouge, Louisiana, is a private wealth management firm founded in 2005. The company specializes in personalized financial planning, investment management, and insurance services, aiming to assist individuals and families in achieving their financial aspirations. With a team that boasts over 100 years of combined experience, Highland Wealth adopts a collaborative approach to ensure comprehensive support for its clients. The firm is particularly focused on multi-generational wealth management, helping clients navigate retirement planning, investment strategies, and tax planning. Highland Wealth is affiliated with Northwestern Mutual, which enhances its credibility and access to a broader range of financial products. The firm is also committed to community initiatives, reflecting its belief in the power of collective action to foster positive change.


22. Bernhard Capital Partners


Bernhard Capital Partners is a private equity management firm based in Baton Rouge, Louisiana, founded in 2013. The firm specializes in investment management and private equity services, focusing on acquiring, operating, and growing businesses primarily in the services and infrastructure sectors. With a team of experienced professionals, Bernhard Capital aims to create sustainable value by leveraging its operational expertise and market insights. The firm has deployed capital across multiple funds and has a portfolio that includes various companies involved in critical infrastructure and services. Their commitment to environmental, social, and governance (ESG) principles is evident in their investment strategy, which emphasizes responsible practices and community engagement. Bernhard Capital has made significant strides in expanding its portfolio, with recent acquisitions that enhance its capabilities in the infrastructure space, reflecting its active role in the industry.


23. Latter & Blum Property Management


Latter & Blum Property Management, based in New Orleans, Louisiana, has been a prominent player in the property management industry since its founding in 1916. The company specializes in managing multifamily, single-family, retail, industrial, and office properties, providing comprehensive services tailored to the needs of property owners and investors. With a dedicated team of professionals, Latter & Blum focuses on ensuring efficient operations and maximizing returns for their clients. They manage a significant portfolio, which includes over 10,000 multifamily units and more than 18 million square feet of commercial space across Louisiana, Mississippi, Arkansas, and East Texas. Their commitment to excellence and personalized service has established them as a trusted partner in property management, making them a key player in the Gulf South market.


24. Property One, Inc.

  • Website: propertyone.com
  • Ownership type: Private
  • Headquarters: Metairie, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1985
  • Headcount: 51-200
  • LinkedIn: property-one-inc-

Property One, Inc. is a commercial real estate firm based in Metairie, Louisiana, founded in 1985. The company specializes in a range of services including property management, leasing, tenant representation, and brokerage. With a dedicated team, Property One focuses on advancing client objectives through tailored real estate solutions. They manage a variety of property types, including office, retail, industrial, and multi-family units, and have a significant portfolio across the Southeastern United States. The firm has built a reputation for professionalism and reliability, evidenced by their AMO® accreditation from the Institute of Real Estate Management. This distinction places them among a select group of firms that meet rigorous standards in property management. Property One's history of successful projects and client testimonials further underscores their expertise and commitment to the industry.



Asset Management Insights: Key Companies in Louisiana


CompanyHeadquarterSizeFoundedOwnership
Argent Financial Group, Inc.Ruston, Louisiana, United States (USA)201-5001990Corporate
Dorsey & Company, IncNew Orleans, Louisiana, United States (USA)11-501959Corporate
Horizon Financial GroupBaton Rouge, Louisiana, United States (USA)11-501999Private
Pinnacle Asset Management Group, IncShreveport, Louisiana, United States (USA)1-101998Private
Acadian Capital GroupBaton Rouge, Louisiana, United States (USA)11-502018Private
Carson Wealth-The Shobe Financial GroupBaton Rouge, Louisiana, United States (USA)11-501983Private
Darnall Sikes Wealth Partners LLCLafayette, Louisiana, United States (USA)11-502007Private
WFA - Plan Invest InspireShreveport, Louisiana, United States (USA)1-101997Private
BEAM / BGA WealthCovington, Louisiana, United States (USA)11-501985Private
Faubourg Private WealthMetairie, Louisiana, United States (USA)11-502015Private
Global Asset Management Group, RJFSLake Charles, Louisiana, United States (USA)1-102013Private
JECohen & Co., LLCNew Orleans, Louisiana, United States (USA)1-102015Private
Compass Capital Management LLCMetairie, Louisiana, United States (USA)11-502001Private
StirlingCovington, Louisiana, United States (USA)51-2001975Private
Altus Wealth ManagementBaton Rouge, Louisiana, United States (USA)11-502012Family Owned
Executive Hotel ManagementBaton Rouge, Louisiana, United States (USA)51-2001984Private
Stewart CapitalMetairie, Louisiana, United States (USA)11-501910Private
Expotel HospitalityNew Orleans, Louisiana, United States (USA)501-10002000Private
Summit Financial Wealth AdvisorsLafayette, Louisiana, United States (USA)11-502003Private
JPJ InvestmentsShreveport, Louisiana, United States (USA)1-101984Private
Highland WealthBaton Rouge, Louisiana, United States (USA)11-502005Private
Bernhard Capital PartnersBaton Rouge, Louisiana, United States (USA)11-502013Private
Latter & Blum Property ManagementNew Orleans, Louisiana, United States (USA)201-5001916Private
Property One, Inc.Metairie, Louisiana, United States (USA)51-2001985Private


Want to Find More Asset Management Companies?

If you want to find more companies that provide investment management and financial planning services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.

With Inven you'll also get to know the company's:

  • Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
  • Contact data: Who are the founders and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!