1100 Poydras Street
Suite 1150
New Orleans, Louisiana 70163
Tel: 504-832-3921
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC, formally registered with the SEC as HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC. The firm was established in 05/10/2019. They have over 1 offices throughout the country.
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $503,997,302 assets under management, offering retirement planning & investment advisory services to 1109 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 301715 |
SEC# | 801-115250 |
Assets Managed by Firm | $503,997,302 |
No. of Clients | 1109 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1109 | $503,997,302 |
Individuals (other than high net worth individuals) | 261 | $97,709,005 |
High net worth individuals | 147 | $360,270,222 |
Pension and profit sharing plans | 49 | $41,881,345 |
Charitable organizations | 1 | $721,974 |
Corporations or other businesses | 15 | $3,414,756 |
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 |
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