National Retirement Planning Experts

National Coverage
Local Professionals

ST. DENIS J. VILLERE & CO., LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 $1,673,206,759 assets under management, offering retirement planning & investment advisory services to 594 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 $1,673,206,759
No. of Clients 594
No. of Advisors 4

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total594$1,673,206,759
Individuals (other than high net worth individuals)149$69,125,138
High net worth individuals378$992,967,044
Charitable organizations32$328,373,918
Corporations or other businesses33$111,114,460
Inquire with ST. DENIS J. VILLERE & CO., LLC

More Retirement Planning firms in New Orleans, Louisiana:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NEWEDGE ADVISORS
858 Camp Street
New Orleans, LA, 70130
$12,683,180,12348067499
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,431,505,7451034
WATERS, PARKERSON & CO., LLC
601 Poydras Street, Suite 2210
New Orleans, LA, 70130-6013
$2,302,559,870180812
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
201 St. Charles Avenue, Suite 4240
New Orleans, LA, 70170-1048
$1,954,920,079127
TRUWEALTH ADVISORS, LLC
2700 Lake Villa Drive, Suite 200
Metairie, LA, 70002-6785
$1,673,599,482610836

Explore More Retirement Advisors in New Orleans, Louisiana