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 2 offices throughout the country.

ADVISOR.INVESTMENTS is a Baton Rouge, Louisiana based Financial Planning firm with nearly $179,117,635 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142202
SEC#	801-67260
Assets Managed by Firm	$179,117,635
No. of Clients	363
No. of Advisors	5

Fee Structure

A Percentage of AUM
Commision Based
Performance Based
Other(FEES FOR TAX PREPARATION)

Advisory Services Provided

Portfolio Management for Individuals
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	363	$179,117,635
Individuals (other than high net worth individuals)	106	$41,780,989
High net worth individuals	79	$131,983,802
Corporations or other businesses	Fewer than 5 clients	$288,844

More Retirement Planning firms in Baton Rouge, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$12,683,180,123	48067	499
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,431,505,745	10	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,302,559,870	1808	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048	$1,954,920,079	12	7
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$1,673,599,482	6108	36

Explore More Retirement Advisors in Baton Rouge, Louisiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.