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| Hancock Whitney Investment Services Inc
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| |
|---|---|
| CRD # | 40637 |
| SEC # | 801-68420 |
| CIK # | 0001009952 |
| AUM | $218.8 MM (2024-03-27) |
| Employees | 45 (100% Investors, 0% Brokers) |
| Phone | 504-586-7290 |
| Address | 701 Poydras St New Orleans, LA 70139 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,082 | 205.5 |
| (b) Individuals (high net worth individuals) | 1 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 2.4 |
| (n) Other | 36 | 10.6 |
| Total | 1,125 | 218.8 |
| By Discretionary | ||
| Discretionary | 1,125 | 218.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,125 | 218.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.8 | |
| Total | 1,125 | 218.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001009952] | |
| 13F-NT | [0001009952] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Simplex Wealth Management LLC
✚
|
CA | 0.2 |
|
Fidelis IM LLC
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|
OR | 0.2 |
|
Aurora Investment Counsel
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GA | 0.2 |
|
Bermuda Investment Advisory Services Limited
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|
0.2 | |
|
HMM Group LLC
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CA | 0.2 |
|
Fisher & Wiens Wealth Management LLC
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CA | 0.2 |
|
Signature Resources Capital Management LLC
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|
CA | 0.2 |
|
Huber Weakland & Associates Inc
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|
MD | 0.2 |
|
Kilterhowling LLC
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|
CO | 0.2 |
|
Signify Wealth LLC
✚
|
MO | 0.2 |