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 $289,034,883 assets under management, offering retirement planning & investment advisory services to 1074 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 319509 |
SEC# | 801-124947 |
Assets Managed by Firm | $289,034,883 |
No. of Clients | 1074 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1074 | $289,034,883 |
Individuals (other than high net worth individuals) | 471 | $82,494,864 |
High net worth individuals | 186 | $197,354,495 |
Pension and profit sharing plans | 6 | $1,773,967 |
Charitable organizations | 3 | $1,305,338 |
Corporations or other businesses | 6 | $3,247,242 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
Explore More Retirement Advisors in Baton Rouge, Louisiana