AdvisoR.Investments
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 142202
- Registered since
- November 13, 2006
- Website
- www.advisor.investments
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions, Performance Based Fees, Other
- Client types
- HNWI78.62%
- Individuals21.38%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
AdvisoR.Investments is an independent, individually owned RIA that has been registered with the SEC since 2006. The firm serves primarily individual and family clients and combines fee-based portfolio management with commission and performance-fee elements. It also operates as an insurance broker and runs investor-facing content and education programs, including periodicals and seminars. The firm indicates it is not an active ESG investor and does not position itself as a multi-state adviser. AdvisoR.Investments is involved in pooled vehicles beyond advisory-only activity: it lists roles such as sponsor, general partner, and managing member of pooled investment vehicles, and it is not classified as a capital allocator to outside managers in a wholesale capacity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents12%
- US Government Bonds11%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$11.1M in ETFs
100%
$11.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $1.8M | 65,681 | 16.31% |
Location
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 4870 Bluebonnet Blvd
- Time zone
- CT (UTC-6)
- Office locations
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