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Pebble Management Group, LLC (Metairie)


Pebble Management Group, LLC is an adviser based in Metairie. It manages $4.3 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2009.

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Pebble Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pebble Management Group: assets under management

The assets under management (AUM) of Pebble Management Group, LLC is $4.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.3 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pebble Management Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Metairie

The principal office where Pebble Management Group, LLC performs its advisory services is located at 3500 N. Causeway Blvd., Metairie, LA 70002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-401-0179 or by fax 888-463-0981. The normal business hours are 9-4 on Monday - Friday. You can find more information about the New York firm at www.pebblemg.com.


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