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ST. DENIS J. VILLERE & CO., LLC

601 Poydras Street, Suite 1808
New Orleans, Louisiana 70130-6308
Tel: 504-525-0808

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About ST. DENIS J. VILLERE & CO., LLC

ST DENIS J VILLERE & CO, LLC, formally registered with the SEC as ST DENIS J VILLERE & CO, LLC. The firm was established in 11/01/1940. They have over 1 offices throughout the country.

ST. DENIS J. VILLERE & CO., LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $1,646,093,931 assets under management, offering retirement planning & investment advisory services to 568 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105159
SEC#801-702
Assets Managed by Firm$1,646,093,931
No. of Clients568
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total568$1,646,093,931
Individuals (other than high net worth individuals)149$78,828,997
High net worth individuals244$959,609,905
Charitable organizations30$329,286,035
Corporations or other businesses34$109,338,510

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