National Retirement Planning Experts

National Coverage
Local Professionals

STOKES ASSET MANAGEMENT, LLC

1100 Poydras St
Suite 2775
New Orleans, Louisiana 70163
Tel: (504) 399-4100

Need a Financial Advisor?
Compare Vetted Advisors

About STOKES ASSET MANAGEMENT, LLC

STOKES ASSET MANAGEMENT, LLC, formally registered with the SEC as STOKES ASSET MANAGEMENT, LLC. The firm was established in 08/12/2022. They have over 1 offices throughout the country.

STOKES ASSET MANAGEMENT, LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322470
SEC#801-126390
Assets Managed by Firm$0
No. of Clients0
No. of Advisors6

Fee Structure

  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM

More Retirement Planning firms in New Orleans, Louisiana:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,964,828,0371038
MARITIME PARTNERS, LLC
3838 N. Causeway Blvd., Suite 3335
Metairie, LA, 70002
$2,952,693,844531
TRUWEALTH ADVISORS, LLC
2700 Lake Villa Drive, Suite 200
Metairie, LA, 70002-6785
$2,535,697,292715734
WATERS, PARKERSON & CO., LLC
601 Poydras Street, Suite 2210
New Orleans, LA, 70130-6013
$2,489,088,707185512
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
3850 N. Causeway Blvd., Suite 1930
Metairie, LA, 70002
$2,000,884,017127

Explore More Retirement Advisors in New Orleans, Louisiana