Hubbell Strickland Wealth Management, LLC is a large advisory firm based in New Orleans. It manages $363.24 million of regulatory assets for 830 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Florida, Louisiana, Mississippi, Tennessee, and Texas.
Hubbell Strickland Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hubbell Strickland Wealth Management, LLC is $363.24 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hubbell Strickland Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Hubbell Strickland Wealth Management is high net worth individuals with 93 clients and $255.14 million of assets under management. Among the 10 most similar advisory firms, Hubbell Strickland Wealth Management has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $363.24 million for 353 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hubbell Strickland Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hubbell Strickland Wealth Management, LLC performs its advisory services is located at 1100 Poydras Street, New Orleans, LA 70163, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 504-832-3921. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.