ADVISOR.INVESTMENTS

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

About ADVISOR.INVESTMENTS

ADVISORINVESTMENTS, formally registered with the SEC as ADVISORINVESTMENTS. The firm was established in 11/13/2006. They have over 8 offices throughout the country.

ADVISOR.INVESTMENTS is a Baton Rouge, Louisiana based Financial Planning firm with nearly $195,496,218 assets under management, offering retirement planning & investment advisory services to 306 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142202
SEC#	801-67260
Assets Managed by Firm	$195,496,218
No. of Clients	306
No. of Advisors	6

Fee Structure

A percentage of AUM
Commission Based
Performance Based
Other (FEES FOR TAX PREPARATION)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (EDUCATIONAL VIDEOS/ WEBINARS)

Firm Client Information

	No. of Clients	AUM
Firm Total	306	$195,496,218
Individuals (other than high net worth individuals)	89	$40,363,052
High net worth individuals	81	$155,133,166

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BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12

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