Advisor.investments
Advisor.investments is an SEC-registered wealth manager in Baton Rouge, LA with $199.4M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Advisor.investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142202, SEC 801-67260, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $199.4M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Baton Rouge, LA
- Employees
- 6
- Clients
- 168
- CRD
- 142202
- Ownership
- HAAG, SHANE, JOSEPH; POPE, JAMES, LEE
How much AUM does Advisor.investments have?
Advisor.investments reported $199.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Advisor.investments?
Disclosed owners and executives of Advisor.investments include HAAG, SHANE, JOSEPH, POPE, JAMES, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.