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PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
METAIRIE, Louisiana
·
1 registered advisor
·
CRD# 305339
SEC# 801-117303
0
504-605-1015
01
Firm Overview
AUM
$47M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
1 registered advisor
Andrew Brian Noto
METAIRIE, Louisiana
CRD# 6450827
05
Office Locations
METAIRIE, Louisiana
1 advisor
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Data sourced from SEC Form ADV filings. PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC (CRD# 305339) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.