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Below is the list of Top 40 Investment Management Startups And Companies in Louisiana ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: Louisiana
Website: lvcpartners.com
Company Founded: 2001
Company Size: 11-50
Company Address: 111 Veterans Boulevard, New Orleans, Louisiana, United States
Longuevue Capital, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charles Cox | Director | |||
John Rees | Vice President | |||
David Darragh | Operating Partner | |||
Evan Golden | Senior Associate | |||
Sam Fihma | Associate | |||
Ryan Nagim | Partner | |||
Rick Rees | Co-founder And Managing Partner |
Industry: Investment Management
Location: Louisiana
Website: bernhardcapital.com
Company Founded: 2013
Company Size: 11-50
Company Address: 400 Convention Street, Baton Rouge, Louisiana, United States
Bernhard Capital Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeffrey Koonce | Managing Director | |||
Christopher Ringswald | Vice President | |||
R Foster Duncan | Operating Partner Bernhard Capital Partners | |||
Bryan Poppler | Vice President | |||
Christopher Dillon | Managing Director | |||
George Bevan | Partner | |||
Justin Glenn | Associate |
Industry: Investment Management
Location: Louisiana
Website: blanchardgold.com
Company Founded: 1974
Company Size: 51-200
Company Address: 909 Poydras Street, New Orleans, Louisiana, United States
Blanchard And Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Beahm | President And Chief Executive Officer | |||
Sarah Munson | â Director Of Marketing | |||
David Zanca | Senior Portfolio Director | |||
Marc Jaynes | Senior Account Executive | |||
David Holmes | Gold Bullion And Rare Gold Coin Trader | |||
Michael Baricev | Information Technology Director | |||
Dale Cash | Senior Account Executive |
Industry: Investment Management
Location: Louisiana
Company Size: 11-50
Company Address: 200 West Congress Street, Lafayette, Louisiana, United States
Iberia Financial Services, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Vance Richard | Senior V.p And Program Manager | |||
Blake Richards | Senior Investment Advisor Representative | |||
Lana Dauterive | Assistant Vice President And Operations Manager | |||
Lana Roark | Operations Specialist | |||
Everett Franks | Associate Investment Representative | |||
Lanie Kipp | Sales Assistant | |||
Donald Marino | Senior Investment Advisor |
Industry: Investment Management
Location: Louisiana
Website: dorseyco.com
Company Founded: 1959
Company Size: 11-50
Company Address: 511 Gravier Street, New Orleans, Louisiana, United States
Dorsey & Company, Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chris Bravender | Vice President | |||
Raymond Thompson | President And Chief Executive Officer | |||
Michael Stern | Vice President At Dorsey And Company, Inc | |||
Steve Rueb | Vice President And Director Government And Municipal Trading | |||
Skip Chatelain | Vice President, Financial Advisor, Biography | |||
John Christman | Vice President | |||
Greg Hollingsworth | Senior Vice President Sales Manager Wealth Management |
Industry: Investment Management
Location: Louisiana
Website: billeaudcapital.com
Company Founded: 1991
Company Size: 1-10
Company Address: 1018 Harding Street, Lafayette, Louisiana, United States
Billeaud Capital Management, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cfpâ Montgomery Gossen | Director Of Financial Planning Services | |||
George Holland | Director Of Advisor Services | |||
Richard Domingue | Independent Consultant |
Industry: Investment Management
Location: Louisiana
Website: mypontchartrain.com
Company Founded: 2010
Company Size: 1-10
Company Address: 2065 1st Street, Slidell, Louisiana, United States
Pontchartrain Investment Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Kernahan | Lpl Financial Advisor | |||
Andy Prude | Managing Partner | |||
Mike Rich | Financial Advisor |
Industry: Investment Management
Location: Louisiana
Website: rinaudocapital.com
Company Founded: 2014
Company Size: 1-10
Company Address: 240 Chapel View Court, Baton Rouge, Louisiana, United States
Rinaudo Capital, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brad Rinaudo | Portfolio Manager | |||
Brandon Rinaudo | Associate |
Industry: Investment Management
Location: Louisiana
Website: goodwood-capital.com
Company Founded: 2012
Company Size: 1-10
Company Address: 450 Laurel Street, Baton Rouge, Louisiana, United States
Goodwood Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Josh Pesses | Partner And Portfolio Manager | |||
Abby Brown | Director - Marketing And Operations |
Industry: Investment Management
Location: Louisiana
Website: acadianmanagers.com
Company Size: 1-10
Company Address: 8550 United Plaza Boulevard, Baton Rouge, Louisiana, United States
Acadian Managers Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jordana Richmond | Regional Manager | |||
Anabella Lauretta | Underwriting Team Leader |
Industry: Investment Management
Location: Louisiana
Website: stoneflyinvestments.com
Company Founded: 2018
Company Size: 1-10
Company Address: 229 Heymann Boulevard, Lafayette, Louisiana, United States
Stonefly Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Virginia Carter | Senior Associate |
Industry: Investment Management
Location: Louisiana
Website: callaiscapital.com
Company Founded: 2014
Company Size: 1-10
Company Address: 401 Focus Street, Thibodaux, Louisiana, United States
Callais Capital Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Trevor Lew | Early Stage Investment Analyst | |||
Nila Shrestha | Summer Investment Analyst Intern |
Industry: Investment Management
Location: Louisiana
Website: liveoakfinancial.com
Company Founded: 1996
Company Size: 1-10
Company Address: 7020 Highway 190 West, Covington, Louisiana, United States
Live Oak Financial Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nick Zimmerman | Wealth Management Associate | |||
Tracie Weaver | Branch Administrative Manager |
Industry: Investment Management
Location: Louisiana
Website: jpjinvestments.com
Company Founded: 1984
Company Size: 1-10
Company Address: 3201 Dee Street, Shreveport, Louisiana, United States
Jpj Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rob Harper | Financial Advisor | |||
Beau Williams | Financial Advisor | |||
Freida Fontineau | Office Manager |
Industry: Investment Management
Location: Louisiana
Website: plan-wisely.com
Company Founded: 2008
Company Size: 1-10
Company Address: 3815 Macarthur Boulevard, New Orleans, Louisiana, United States
Garcia Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Erik Garcia | President |
Industry: Investment Management
Location: Louisiana
Website: gulfpointadvisors.com
Company Size: 11-50
Company Address: 639 Loyola Avenue, New Orleans, Louisiana, United States
Gulf Point Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Benton Turnage | Partner |
Industry: Investment Management
Location: Louisiana
Website: coastalcapitaladv.com
Company Founded: 2018
Company Size: 1-10
Company Address: 1819 West Pinhook Road, Lafayette, Louisiana, United States
Coastal Capital Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Phillip Fontenot | Partner, Investment Advisor Representative |
Industry: Investment Management
Location: Louisiana
Website: caneglobal.com
Company Founded: 2007
Company Size: 1-10
Company Address: 8440 Jefferson Highway, Baton Rouge, Louisiana, United States
Cane Capital Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Fontenot | Managing Partner, Portfolio Manager |
Industry: Investment Management
Location: Louisiana
Website: simmonsstrategy.com
Company Founded: 2010
Company Size: 1-10
Company Address: 2431 South Acadian Thruway, Baton Rouge, Louisiana, United States
Simmons Asset Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mark Simmons | President |
Cypress Advisor Wealth Management Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Paul Thiels | Aif |
Industry: Investment Management
Location: Louisiana
Website: advisor.investments
Company Founded: 2005
Company Size: 1-10
Company Address: 11939 Bricksome Avenue, Baton Rouge, Louisiana, United States
Advisor.investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Reggie Mcfadden | Financial Analyst | |||
Shane Haag | Co Owner |
Industry: Investment Management
Location: Louisiana
Company Founded: 1998
Company Size: 1-10
Company Address: 170 Veterans Boulevard, Denham Springs, Louisiana, United States
The Presley Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Christy Smith | Founder And Retirement Specialist At The Presley Group, L.l.c | |||
Matt Kennedy | Retirment Specialist | |||
Jenny Malcolm | Business Manager |
Industry: Investment Management
Location: Louisiana
Website: snowgroupllc.com
Company Founded: 2002
Company Size: 1-10
Company Address: 389 Highway 21, Madisonville, Louisiana, United States
Snow Financial Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mckenzie Hastings | Junior Associate |
Industry: Investment Management
Location: Louisiana
Company Size: 1-10
Company Address: 2424 Edenborn Avenue, Metairie, Louisiana, United States
Waterfront Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hammond Scott | Finanial Advisor |
Industry: Investment Management
Location: Louisiana
Website: wpcoinc.com
Company Size: 11-50
Company Address: 228 Saint Charles Avenue, New Orleans, Louisiana, United States
Waters, Parkerson & Co., Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Devin Wakeman | Co-managing Partner | |||
Tara Booth | Recrptionist |
Industry: Investment Management
Location: Louisiana
Website: liquidp2p.com
Company Founded: 2016
Company Size: 1-10
Company Address: 1333 Plantation Avenue, Port Allen, Louisiana, United States
Liquid P2p, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Erin Trahan | Marketing And Business Development |
Industry: Investment Management
Location: Louisiana
Website: ibervillefund.com
Company Founded: 2019
Company Size: 1-10
Company Address: 3927 Iberville Street, New Orleans, Louisiana, United States
Iberville Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nathaniel Phillips | Managing Partner |
Industry: Investment Management
Location: Louisiana
Website: wealthharbor.com
Company Founded: 2003
Company Size: 1-10
Company Address: 433 Metairie Road, Metairie, Louisiana, United States
Wealthharbor Capital Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brandon Grandbouche | Managing Partner, Investment Advisor, And Senior Retirement Consultant At |
Industry: Investment Management
Location: Louisiana
Website: orleanscapital.com
Company Size: 1-10
Company Address: 701 Poydras Street, New Orleans, Louisiana, United States
Orleans Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Phyllis Kyle | Trader And Portfolio Manager |
Industry: Investment Management
Location: Louisiana
Website: tauzinfinancial.com
Company Size: 1-10
Company Address: 440 Benton Road, Bossier City, Louisiana, United States
Tauzin Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michelle Rearden | Executive Assistant |
Industry: Investment Management
Location: Louisiana
Website: thirtynorth.com
Company Founded: 1997
Company Size: 1-10
Company Address: 1100 Poydras Street, New Orleans, Louisiana, United States
Thirtynorth Investments, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mara Fortmayer | Client Services And Operations Manager |
Industry: Investment Management
Location: Louisiana
Website: forekidsfoundation.com
Company Size: 1-10
Company Address: 11005 Lapalco Boulevard, Avondale, Louisiana, United States
Fore Kids Foundation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Darlene Divinity | Committee Sales Manager |
Industry: Investment Management
Location: Louisiana
Website: hortonfinancial.com
Company Size: 1-10
Company Address: 120 North Hardwick Drive, Bossier City, Louisiana, United States
Horton Financial Svc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rhonda Horton | Insurance Agent |
Industry: Investment Management
Location: Louisiana
Website: walpoletire.com
Company Size: 1-10
Company Address: 511 East Georgia Avenue, Ruston, Louisiana, United States
Walpole Tire Svc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nicholas Caskey | Tire Man |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Charles Cox | Longuevue Capital, Llc | Director | |||
2 | John Rees | Longuevue Capital, Llc | Vice President | |||
3 | David Darragh | Longuevue Capital, Llc | Operating Partner | |||
4 | Evan Golden | Longuevue Capital, Llc | Senior Associate | |||
5 | Sam Fihma | Longuevue Capital, Llc | Associate | |||
6 | Ryan Nagim | Longuevue Capital, Llc | Partner | |||
7 | Rick Rees | Longuevue Capital, Llc | Co-founder And Managing Partner | |||
8 | Jeffrey Koonce | Bernhard Capital Partners | Managing Director | |||
9 | Christopher Ringswald | Bernhard Capital Partners | Vice President | |||
10 | R Foster Duncan | Bernhard Capital Partners | Operating Partner Bernhard Capital Partners | |||
11 | Bryan Poppler | Bernhard Capital Partners | Vice President | |||
12 | Christopher Dillon | Bernhard Capital Partners | Managing Director | |||
13 | George Bevan | Bernhard Capital Partners | Partner | |||
14 | Justin Glenn | Bernhard Capital Partners | Associate | |||
15 | David Beahm | Blanchard And Company | President And Chief Executive Officer | |||
16 | Sarah Munson | Blanchard And Company | â Director Of Marketing | |||
17 | David Zanca | Blanchard And Company | Senior Portfolio Director | |||
18 | Marc Jaynes | Blanchard And Company | Senior Account Executive | |||
19 | David Holmes | Blanchard And Company | Gold Bullion And Rare Gold Coin Trader | |||
20 | Michael Baricev | Blanchard And Company | Information Technology Director | |||
21 | Dale Cash | Blanchard And Company | Senior Account Executive | |||
22 | Vance Richard | Iberia Financial Services, Llc | Senior V.p And Program Manager | |||
23 | Blake Richards | Iberia Financial Services, Llc | Senior Investment Advisor Representative | |||
24 | Lana Dauterive | Iberia Financial Services, Llc | Assistant Vice President And Operations Manager | |||
25 | Lana Roark | Iberia Financial Services, Llc | Operations Specialist | |||
26 | Everett Franks | Iberia Financial Services, Llc | Associate Investment Representative | |||
27 | Lanie Kipp | Iberia Financial Services, Llc | Sales Assistant | |||
28 | Donald Marino | Iberia Financial Services, Llc | Senior Investment Advisor | |||
29 | Chris Bravender | Dorsey & Company, Inc | Vice President | |||
30 | Raymond Thompson | Dorsey & Company, Inc | President And Chief Executive Officer | |||
31 | Michael Stern | Dorsey & Company, Inc | Vice President At Dorsey And Company, Inc | |||
32 | Steve Rueb | Dorsey & Company, Inc | Vice President And Director Government And Municipal Trading | |||
33 | Skip Chatelain | Dorsey & Company, Inc | Vice President, Financial Advisor, Biography | |||
34 | John Christman | Dorsey & Company, Inc | Vice President | |||
35 | Greg Hollingsworth | Dorsey & Company, Inc | Senior Vice President Sales Manager Wealth Management | |||
36 | Cfpâ Montgomery Gossen | Billeaud Capital Management, Inc. | Director Of Financial Planning Services | |||
37 | George Holland | Billeaud Capital Management, Inc. | Director Of Advisor Services | |||
38 | Richard Domingue | Billeaud Capital Management, Inc. | Independent Consultant | |||
39 | Steve Kernahan | Pontchartrain Investment Management | Lpl Financial Advisor | |||
40 | Andy Prude | Pontchartrain Investment Management | Managing Partner |
Investment Management companies in different states of USA
Investment Management companies in different cities of Louisiana
No. | Cities | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in New Orleans | 1150 | |
2 | Investment Management Companies in Baton Rouge | 805 |