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 $1,556,312,226 assets under management, offering retirement planning & investment advisory services to 1820 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300899
SEC#	801-115261
Assets Managed by Firm	$1,556,312,226
No. of Clients	1820
No. of Advisors	8

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1820	$1,556,312,226
Individuals (other than high net worth individuals)	349	$70,546,264
High net worth individuals	226	$1,207,993,981
Pension and profit sharing plans	37	$169,561,776
Charitable organizations	Fewer than 5 clients	$4,214,785
Corporations or other businesses	10	$103,995,420

Inquire with STOKES FAMILY OFFICE LLC

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