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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Going Sebastien Fisher & Lebouef LLP
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|---|---|
| CRD # | 117104 |
| SEC # | 801-132882 |
| CIK # | |
| AUM | $123.9 M (2025-07-29) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 337-942-3041 |
| Address | 2811 South Union Opelousas, LA 70570 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 51.6 |
| (b) Individuals (high net worth individuals) | 27 | 56.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 123.9 |
| By Discretionary | ||
| Discretionary | 394 | 123.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 394 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 123.6 | |
| Total | 394 | 123.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TME Financial Inc
✚
|
CA | 0.1 |
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 0.1 |
|
Libertas Wealth Management Group Inc
✚
|
OH | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
Wright Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |