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THIRTYNORTH INVESTMENTS, LLC
1460 Energy Centre
1100 Poydras Street
New Orleans, Louisiana 70163
Tel: 504-528-3685
About THIRTYNORTH INVESTMENTS, LLC
THIRTYNORTH INVESTMENTS, LLC, formally registered with the SEC as THIRTYNORTH INVESTMENTS, LLC. The firm was established in 09/23/2010. They have over 1 offices throughout the country.
THIRTYNORTH INVESTMENTS, LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $311,005,000 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155355 |
| SEC# | 801-71921 |
| Assets Managed by Firm | $311,005,000 |
| No. of Clients | 360 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 360 | $311,005,000 |
| Individuals (other than high net worth individuals) | 73 | $11,016,000 |
| High net worth individuals | 65 | $124,647,000 |
| Pension and profit sharing plans | 16 | $167,423,000 |
| Charitable organizations | 4 | $4,878,000 |
| Corporations or other businesses | 3 | $3,041,000 |
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