Andre Caubarreaux
RIAState Registered
Total AUM
$17.1M
Discretionary
$0
0% of AUM
Avg account
$334K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 117139
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Andre Caubarreaux operates as a sole proprietorship and is organized as an independent registered investment adviser based in Louisiana. The practice focuses on individuals and families, offering financial planning and portfolio management services for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. The adviser is state-registered in Louisiana and is run as an owner-operated business by Andre Caubarreaux.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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