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HASSELL WEALTH MANAGEMENT
300 Lafayette Street
Suite 200
Houma, Louisiana 70360
Tel: 985-868-9881
About HASSELL WEALTH MANAGEMENT
HASSELL WEALTH MANAGEMENT, formally registered with the SEC as HASSELL WEALTH MANAGEMENT. The firm was established in 09/26/2018. They have over 3 offices throughout the country.
HASSELL WEALTH MANAGEMENT is a Houma, Louisiana based Financial Planning firm with nearly $255,797,950 assets under management, offering retirement planning & investment advisory services to 919 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297892 |
| SEC# | 801-114012 |
| Assets Managed by Firm | $255,797,950 |
| No. of Clients | 919 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 919 | $255,797,950 |
| Individuals (other than high net worth individuals) | 314 | $95,675,886 |
| High net worth individuals | 39 | $159,932,553 |
| Corporations or other businesses | 5 | $189,511 |
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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 |
| $2,952,693,844 | 5 | 31 | |
| $2,535,697,292 | 7157 | 34 | |
| $2,489,088,707 | 1855 | 12 | |
| $2,000,884,017 | 12 | 7 |
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