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Paul Gerald Guidry

ADG WEALTH MANAGEMENT GROUP, LLC·METAIRIE, Louisiana
Unclaimed Profile
433 METAIRIE ROAD, SUITE 500, METAIRIE, LA 70005CRD# 1721250Firm CRD# 132341
01

About

Paul Gerald Guidry is a registered financial advisor based in METAIRIE, Louisiana, affiliated with ADG WEALTH MANAGEMENT GROUP, 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
ADG WEALTH MANAGEMENT GROUP, LLC
ADG WEALTH MANAGEMENT GROUP, LLC
AUM
$279M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ADG WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES
Regulatory
SEC/IARD CRD# 1721250
Firm CRD# 132341
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Gerald Guidry offer?
Paul Gerald Guidry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Paul Gerald Guidry's credentials?
Paul Gerald Guidry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Gerald Guidry located?
Paul Gerald Guidry is based in METAIRIE, Louisiana, working with ADG WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Paul Gerald Guidry charge for services?
Paul Gerald Guidry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable fees, solicitor fees, sub advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADG WEALTH MANAGEMENT GROUP, LLC?
ADG WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $279M 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)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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