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DUMAINE INVESTMENTS LLC
650 Poydras Street
Suite 1010
New Orleans, Louisiana 70130-6101
Tel: 504-521-7350
About DUMAINE INVESTMENTS LLC
DUMAINE INVESTMENTS LLC, formally registered with the SEC as DUMAINE INVESTMENTS LLC. The firm was established in 12/10/2019. They have over 1 offices throughout the country.
DUMAINE INVESTMENTS LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $197,957,070 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306481 |
| SEC# | 801-117762 |
| Assets Managed by Firm | $197,957,070 |
| No. of Clients | 280 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Other (WEALTH ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 280 | $197,957,070 |
| Individuals (other than high net worth individuals) | 43 | $18,053,049 |
| High net worth individuals | 39 | $91,986,616 |
| Corporations or other businesses | 10 | $31,021,121 |
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