Asset Solutions

Asset Solutions (CRD# 120017) is a financial advisory firm headquartered in Lafayette, LA. They manage $16,966,666 in 88 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $192,803
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Asset Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Craig M. Thompson
CRD#: 1667257
San Diego, CA
91
Wealthminder
score

Craig Thompson (CRD# 1667257) is an Investment Advisor Representative working at Asset Solutions in San Diego, CA and has over 25 years of experience in the finance industry.

2
Arthur Wankel
CRD#: 6743138
Youngsville, LA
87
Wealthminder
score

Arthur Wankel (CRD# 6743138) is an Investment Advisor Representative working at Asset Solutions in Youngsville, LA and has 1 year of experience in the finance industry.

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