AdvisorOS Directory
Claim Profile
CF

Cory Francis Fruge

BAC FINANCIAL PARTNERS, LLC·IOTA, Louisiana
Unclaimed Profile
1268 GRAVOT ROAD, IOTA, LA 70543CRD# 6483663Firm CRD# 222517
01

About

Cory Francis Fruge is a registered financial advisor based in IOTA, Louisiana, affiliated with BAC FINANCIAL PARTNERS, 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
AHRENS INVESTMENT PARTNERS, LLC
AHRENS INVESTMENT PARTNERS, LLC
AUM
$702M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at AHRENS INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6483663
Firm CRD# 222517
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in IOTA?

Browse all registered financial advisors in IOTA, Louisiana or claim this profile if it's yours.

Browse IOTA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Cory Francis Fruge offer?
Cory Francis Fruge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IOTA, Louisiana for a consultation.
What are Cory Francis Fruge's credentials?
Cory Francis Fruge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Francis Fruge located?
Cory Francis Fruge is based in IOTA, Louisiana, working with BAC FINANCIAL PARTNERS, LLC. Their office serves clients in the IOTA metropolitan area and surrounding communities.
How does Cory Francis Fruge charge for services?
Cory Francis Fruge'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 BAC FINANCIAL PARTNERS, LLC?
BAC FINANCIAL PARTNERS, LLC has approximately 14 employees and manages $702M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile