Family Office Of The South, Inc. is a large advisory firm based in New Orleans. It manages $59.18 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Louisiana.
Family Office Of The South provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Family Office Of The South, Inc. is $59.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Family Office Of The South, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Family Office Of The South, Inc. performs its advisory services is located at 4640 S. Carrollton Ave., New Orleans, LA 70119 The mailing address of the firm is Po Box 13096, New Orleans, LA 70185. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 504-304-3686 or by fax 504-304-3702. The normal business hours are 8:30am-5:00pm on Monday - Friday.