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 $1,646,093,931 assets under management, offering retirement planning & investment advisory services to 568 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105159 |
SEC# | 801-702 |
Assets Managed by Firm | $1,646,093,931 |
No. of Clients | 568 |
No. of Advisors | 4 |
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 |
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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