ORLEANS CAPITAL MANAGEMENT CORP

830 West Causeway Approach
Suite 1200
Mandeville, Louisiana 70471
Tel: 504-592-4680

About ORLEANS CAPITAL MANAGEMENT CORP

ORLEANS CAPITAL MANAGEMENT CORP, formally registered with the SEC as ORLEANS CAPITAL MANAGEMENT CORP. The firm was established in 08/02/1991. They have over 3 offices throughout the country.

ORLEANS CAPITAL MANAGEMENT CORP is a Mandeville, Louisiana based Financial Planning firm with nearly $1,594,350,069 assets under management, offering retirement planning & investment advisory services to 208 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111359
SEC#	801-39597
Assets Managed by Firm	$1,594,350,069
No. of Clients	208
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	208	$1,594,350,069
Individuals (other than high net worth individuals)	12	$13,971,640
High net worth individuals	48	$198,542,728
Pension and profit sharing plans	2	$43,948,500
Charitable organizations	17	$135,213,186
Corporations or other businesses	7	$17,397,258

More Retirement Planning firms in Mandeville, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$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
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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