Hubbell Strickland Wealth Management, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 301715
- Registered since
- May 10, 2019
- Website
- www.hubbellstrickland.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.08%
- Individuals18.02%
- Pension & Profit Sharing Plans9.21%
- Corporations / Businesses0.41%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hubbell Strickland Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm has been registered with the SEC since 2019 and serves both individual/family and institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds42%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$260M in ETFs
69%
$179M
<1%
$80.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $77.3M | 331,187 | 29.71% |
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
- 1100 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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