|
⚲
|
| Keyboard |
| Sisung Investment Management Services LLC
✚
|
|
|---|---|
| CRD # | 107318 |
| SEC # | 801-49929 |
| CIK # | |
| AUM | 1,943.1 M (2026-03-19) |
| Employees | 7 (57% Investors, 86% Brokers) |
| Phone | 504-544-7700 |
| Address | 3850 N Causeway Blvd Metairie, LA 70002 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 13 | 1.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 1.9 |
| By Discretionary | ||
| Discretionary | 11 | 1.9 |
| Non-Discretionary | 2 | 0.0 |
| Total | 13 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 13 | 1.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| LEI | 254900TVL7MRXLFMML78 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Evolution Wealth Advisors LLC
✚
|
FL | 1,957.9 M |
|
Guidestone Advisors LLC
✚
|
TX | 1,956.5 M |
|
PCM Encore LLC
✚
|
CO | 1,943.4 M |
|
RVW Wealth LLC
✚
|
CA | 1,936.6 M |
|
Rebalance LLC
✚
|
CA | 1,928.1 M |
|
Fourthought Financial Partners LLC
✚
|
FL | 1,927.1 M |
|
Landaas & Company LLC
✚
|
WI | 1,926.6 M |
|
First Pacific Financial Inc
✚
|
WA | 1,925.8 M |
|
AMI Asset Management Corp
✚
|
CA | 1,925.6 M |
|
Conservest Capital Advisors Inc
✚
|
PA | 1,924.7 M |