Cds James Investments, LLC

Cds James Investments, LLC (CRD# 299741) is a financial advisory firm headquartered in New Orleans, LA. They manage $25,356,682 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
720 Harrison Ave, Suite C, New Orleans, LA 70124
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $151,836
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Cds James Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew James, financial advisor Lafayette LA
Matthew T. James
CRD#: 2977197
1817 Bertrand Drive, Suite B, Lafayette, LA 70506

Matthew James (CRD# 2977197) is an Investment Advisor Representative working at Cds James Investments, LLC in Lafayette, LA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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