Senior Advisory Group, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 144380
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Senior Advisory Group, LLC is a Louisiana-based limited liability company that provides financial planning and the selection of other advisers on a fee basis. The firm is organized as an individual-owned practice and describes itself as a capital allocator, indicating it makes or directs allocations on behalf of clients rather than only offering model portfolios. Fee arrangements include fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser. It has an industry affiliation with an insurance company, which informs parts of its product access and distribution.
Assets & Accounts
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
Contacts
1 of 1
Shane Earle
President & OwnerCRD 2962919
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
- 13421 Hooper Rd
- Time zone
- CT (UTC-6)
- Office locations
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