Logical Investments, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 155428
- Website
- www.logicinvestments.co.uk
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.28%
- Individuals18.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Logical Investments, LLC is an independent RIA organized as a limited liability company that serves individual and family clients. The firm is fee-based, charging on a percentage-of-AUM model, and focuses its advisory work on portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its owner structure is individual-owned rather than institutionally held. Logical Investments does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
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 Equities88%
- US Government Bonds6%
- Derivatives3%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Jeffry Cobb
Managing Partner, Investment Advisor RepresentativeCRD 4433786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3029 S Sherwood Forest Blvd
- Time zone
- CT (UTC-6)
- Office locations
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