Claim Profile
SV

Stdenis Julien Villere

ST. DENIS J. VILLERE & CO., LLC·NEW ORLEANS, Louisiana
Unclaimed Profile
601 POYDRAS STREET, SUITE 1808, NEW ORLEANS, LA 70130-6308CRD# 2917584Firm CRD# 105159
01

About

Stdenis Julien Villere is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with ST. DENIS J. VILLERE & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ST. DENIS J. VILLERE & CO., LLC
ST. DENIS J. VILLERE & CO., LLC
AUM
$1.6B
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2917584
Firm CRD# 105159
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ORLEANS?

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

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 Stdenis Julien Villere offer?
Stdenis Julien Villere specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Stdenis Julien Villere's credentials?
Stdenis Julien Villere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stdenis Julien Villere located?
Stdenis Julien Villere is based in NEW ORLEANS, Louisiana, working with ST. DENIS J. VILLERE & CO., LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Stdenis Julien Villere charge for services?
Stdenis Julien Villere's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ST. DENIS J. VILLERE & CO., LLC?
ST. DENIS J. VILLERE & CO., LLC has approximately 4 employees and manages $1.6B 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 →
Browse by specialty