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Home > Retirement Planners > louisiana > new orleans > HANCOCK WHITNEY INVESTMENT SERVICES INC.
HANCOCK WHITNEY INVESTMENT SERVICES INC.
701 Poydras St.
Suite 3100
New Orleans, Louisiana 70139
Tel: 504-586-7290
About HANCOCK WHITNEY INVESTMENT SERVICES INC.
HANCOCK WHITNEY INVESTMENT SERVICES INC, formally registered with the SEC as HANCOCK WHITNEY INVESTMENT SERVICES INC. The firm was established in 10/24/2007. They have over 4 offices throughout the country.
HANCOCK WHITNEY INVESTMENT SERVICES INC. is a New Orleans, Louisiana based Financial Planning firm with nearly $218,797,292 assets under management, offering retirement planning & investment advisory services to 1125 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 40637 |
| SEC# | 801-68420 |
| Assets Managed by Firm | $218,797,292 |
| No. of Clients | 1125 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1125 | $218,797,292 |
| Individuals (other than high net worth individuals) | 1082 | $205,471,153 |
| High net worth individuals | 1 | $345,202 |
| Corporations or other businesses | 9 | $2,393,086 |
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