Iberia Asset Management, Inc.

Iberia Asset Management, Inc. (CRD# 108159) is a financial advisory firm headquartered in New Orleans, LA. They manage $621,121 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $621,121
Compensation Options
  • A percentage of assets under your management
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.

LA

Financial Advisors at Iberia Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rudolph P. Ramelli
CRD#: 5645592
601 Poydras Street, Suite 2075, New Orleans, LA 70130
96
Wealthminder
score

Rudolph Ramelli (CRD# 5645592) is an Investment Advisor Representative working at Iberia Asset Management, Inc. in New Orleans, LA and has over 9 years of experience in the finance industry. Rudolph Ramelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Theron W. Batie
CRD#: 6613799
601 Poydras Street, Suite 2075, New Orleans, LA 70130
88
Wealthminder
score

Theron Batie (CRD# 6613799) is an Investment Advisor Representative working at Iberia Asset Management, Inc. in New Orleans, LA and has over 2 years of experience in the finance industry.

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