Sisung Investment Management Services LLC
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 107318
- Registered since
- August 18, 1995
- Website
- www.sisung.com
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sisung Investment Management Services LLC is an institutional registered investment adviser formed in 1995 and organized as an LLC with domestic/individual ownership. The firm manages portfolios for institutions as well as for individuals and small businesses, charging clients a fee based on assets under management. Its advisory scope includes discretionary portfolio management for business and institutional clients; the firm reports minimal non-discretionary assets. Sisung is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not self-identify as a capital allocator or pension consultant. Regulatory and industry activities reported by the firm include roles as a broker-dealer, registered municipal advisor, insurance company, real estate broker, and sponsor of limited partnerships (excluding pooled investment vehicles).
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
Asset composition
- State & Local Bonds47%
- US Government Bonds46%
- Cash & Cash Equivalents7%
Contacts
3 of 6
John Chapman
Vice PresidentCRD 6604469

Michael Weinstein
Vice PresidentCRD 5838200

Richard Solares
Sr. V.P. BrokerCRD 2029652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 3850 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Second Line Capital, LLC
RIAMetairie, LA
FPL Capital Management, LLC
RIAMetairie, LA
Longuevue Management Company LLC
RIAMetairie, LA
Maritime Partners, LLC
RIAMetairie, LA
Delta Financial Advisors, L.L.C.
RIAMetairie, LA
ADG Wealth Management Group, LLC
RIAMetairie, LA