STOKES FAMILY OFFICE LLC

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

About STOKES FAMILY OFFICE LLC

STOKES FAMILY OFFICE LLC, formally registered with the SEC as STOKES FAMILY OFFICE LLC. The firm was established in 05/13/2019. They have over 2 offices throughout the country.

STOKES FAMILY OFFICE LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $1,873,797,661 assets under management, offering retirement planning & investment advisory services to 1972 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300899
SEC#	801-115261
Assets Managed by Firm	$1,873,797,661
No. of Clients	1972
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1972	$1,873,797,661
Individuals (other than high net worth individuals)	330	$109,956,331
High net worth individuals	284	$1,363,050,490
Pension and profit sharing plans	32	$197,319,347
Charitable organizations	6	$121,747,981
Corporations or other businesses	14	$81,723,512

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