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Warren George Bofinger. Jr

TWRU PRIVATE WEALTH MANAGEMENT, LLC·BATON ROUGE, Louisiana
Unclaimed Profile
527 E. AIRPORT AVE, BATON ROUGE, LA 70806CRD# 4491407Firm CRD# 117222
01

About

Warren George Bofinger. Jr is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with TWRU PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TWRU PRIVATE WEALTH MANAGEMENT, LLC
TWRU PRIVATE WEALTH MANAGEMENT, LLC
AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4491407
Firm CRD# 117222
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Warren George Bofinger. Jr offer?
Warren George Bofinger. Jr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Warren George Bofinger. Jr's credentials?
Warren George Bofinger. Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Warren George Bofinger. Jr located?
Warren George Bofinger. Jr is based in BATON ROUGE, Louisiana, working with TWRU PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Warren George Bofinger. Jr charge for services?
Warren George Bofinger. Jr's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWRU PRIVATE WEALTH MANAGEMENT, LLC?
TWRU PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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