ST. DENIS J. VILLERE & CO., LLC

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

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 Status	Approved
Firm CRD#	105159
SEC#	801-702
Assets Managed by Firm	$1,646,093,931
No. of Clients	568
No. of Advisors	4

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 Clients	AUM
Firm Total	568	$1,646,093,931
Individuals (other than high net worth individuals)	149	$78,828,997
High net worth individuals	244	$959,609,905
Charitable organizations	30	$329,286,035
Corporations or other businesses	34	$109,338,510

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