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Stephen Kelly Hassell

HASSELL WEALTH MANAGEMENT, L.L.C.·HOUMA, Louisiana
Clean recordHASSELL WEALTH MANAGEMENT, L.L.C.
300 LAFAYETTE STREET, HOUMA, LA 70360CRD# 5483545Firm CRD# 297892

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Kelly Hassell · HOUMA, LA
Registration
CRD #5483545 · HASSELL WEALTH MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Kelly Hassell is a registered financial advisor based in HOUMA, Louisiana, affiliated with HASSELL WEALTH MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HASSELL WEALTH MANAGEMENT, L.L.C.
HASSELL WEALTH MANAGEMENT
AUM
$256M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HASSELL WEALTH MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5483545
Firm CRD# 297892
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Kelly Hassell offer?
Stephen Kelly Hassell specializes in Financial Planning, Investment Management. Contact their office in HOUMA, Louisiana for a consultation.
What are Stephen Kelly Hassell's credentials?
Stephen Kelly Hassell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Kelly Hassell located?
Stephen Kelly Hassell is based in HOUMA, Louisiana, working with HASSELL WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the HOUMA metropolitan area and surrounding communities.
How does Stephen Kelly Hassell charge for services?
Stephen Kelly Hassell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HASSELL WEALTH MANAGEMENT, L.L.C.?
HASSELL WEALTH MANAGEMENT, L.L.C. has approximately 9 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HASSELL WEALTH MANAGEMENT, L.L.C.

John Thomas Hassell
HOUMA, LA

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Research
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