Broussard Financial Group, LLC
Firm details
- Headquarters
- Kaplan, Louisiana
- CRD number
- 123724
- Registered since
- July 2, 2024
- Website
- broussardfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.69%
- Individuals18.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Broussard Financial Group, LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm registered with the SEC in 2024 and provides financial planning and portfolio management for individuals and small businesses. Its billing model includes percentage-of-assets, hourly fees, and fixed-fee engagements. Broussard identifies as an active ESG investor and appears to integrate environmental, social, and governance considerations into its investment approach.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$147M in ETFs
64%
$94.2M
35%
$53.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $20.8M | 412,608 | 14.11% |
Location
Kaplan, LA
Vermilion
Location
Kaplan, LA
Headquartered in Kaplan, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Vermilion
- Address
- 106 W Veterans Meml Dr
- Time zone
- CT (UTC-6)
- Office locations
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