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HACKETT ROBERTSON TOBE GROUP
2021 Lakeshore Drive
Suite 200
New Orleans, Louisiana 70122
Tel: 504-304-9593
About HACKETT ROBERTSON TOBE GROUP
HACKETT ROBERTSON TOBE GROUP, formally registered with the SEC as HACKETT ROBERTSON TOBE GROUP. The firm was established in 07/30/2019. They have over 2 offices throughout the country.
HACKETT ROBERTSON TOBE GROUP is a New Orleans, Louisiana based Financial Planning firm with nearly $505,000,000 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304638 |
| SEC# | 801-117295 |
| Assets Managed by Firm | $505,000,000 |
| No. of Clients | 105 |
| No. of Advisors | 3 |
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
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 105 | $505,000,000 |
| Individuals (other than high net worth individuals) | 75 | $13,000,000 |
| High net worth individuals | 25 | $12,000,000 |
| Pension and profit sharing plans | 4 | $5,000,000 |
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