Fbt Advisors, Inc. is an adviser based in New Orleans. It manages $18.7 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.
Fbt Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fbt Advisors, Inc. is $18.7 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 Fbt Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Fbt Advisors, Inc. performs its advisory services is located at 909 Poydras Street, Suite 3200, New Orleans, LA 70112, 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 504-584-5888 or by fax 504-584-5887. The normal business hours are 8 a.m. to 5 p.m. (cst) on Monday - Friday.