HANCOCK WHITNEY INVESTMENT SERVICES INC.
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 40637
- Registered since
- October 24, 2007
- Website
- www.hancockwhitney.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.32%
- Other5.24%
- HNWI3.78%
- Corporations / Businesses2.66%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hancock Whitney Investment Services Inc. operates as a broker-dealer and adviser that manages portfolios for both individual/family clients and institutional or business clients. The firm charges fees as a percentage of assets under management and performs discretionary portfolio management for smaller private clients and for businesses or institutions. It also engages in selection of other advisers, positioning itself as a capital allocator that can direct client capital to third-party managers. The firm maintains several industry affiliations beyond brokerage — including roles tied to municipal advisory, banking/thrift activity, and insurance company services — and is not identified as an active ESG investor. Its regulatory profile shows SEC registration in 2007 and ownership described as a domestic entity/individual structure.
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 Funds73%
- Exchange Traded Equities18%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
3 of 3DONNA BARTLETT
Chief Compliance OfficerCRD 1813672
DAVID LUNDGREN
Chief Investment OfficerCRD 3268428
ROBERT TETEN
Chief Investment StrategistCRD 2632214
Contacts
3 of 13ANDREA PANAITESCU
Syndications AssociateCRD 6656736
STUART TODD NICHOALDS
EVPCRD 6607342
EDWARD ARNOLD
Registered RepresentativeCRD 6497412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$165M in ETFs
98%
$161M
2%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $16.3M | 160,499 | 9.87% |
Location
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 701 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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