6700 Jefferson Hwy.
Building 4, Suite B
Baton Rouge, Louisiana 70806
Tel: 225-778-7972
HIBERNIA WEALTH PARTNERS, LLC, formally registered with the SEC as HIBERNIA WEALTH PARTNERS, LLC. The firm was established in 05/05/2022. They have over 4 offices throughout the country.
HIBERNIA WEALTH PARTNERS, LLC is a Baton Rouge, Louisiana based Financial Planning firm with nearly $219,194,262 assets under management, offering retirement planning & investment advisory services to 864 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 319509 |
SEC# | 801-124947 |
Assets Managed by Firm | $219,194,262 |
No. of Clients | 864 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 864 | $219,194,262 |
Individuals (other than high net worth individuals) | 490 | $88,095,334 |
High net worth individuals | 61 | $126,048,514 |
Pension and profit sharing plans | 4 | $1,127,586 |
Charitable organizations | 4 | $1,242,386 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$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 |
$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 |
$1,673,599,482 | 6108 | 36 |
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