601 Poydras Street, Suite 1808
New Orleans, Louisiana 70130-6308
Tel: 504-525-0808
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.
SEC Current Status | Approved |
Firm CRD# | 105159 |
SEC# | 801-702 |
Assets Managed by Firm | $1,673,206,759 |
No. of Clients | 594 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 594 | $1,673,206,759 |
Individuals (other than high net worth individuals) | 149 | $69,125,138 |
High net worth individuals | 378 | $992,967,044 |
Charitable organizations | 32 | $328,373,918 |
Corporations or other businesses | 33 | $111,114,460 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,683,180,123 | 48067 | 499 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 |
$2,302,559,870 | 1808 | 12 | |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 |
$1,673,599,482 | 6108 | 36 |
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