Stokes Family Office LLC

Stokes Family Office LLC (CRD# 300899) is a financial advisory firm headquartered in New Orleans, LA. They manage $1,873,797,661 in 1,972 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1100 Poydras St, Ste. 2775, New Orleans, LA 70163
http://lagniappepodcast.com
By the Numbers
  • Total Assets Under Management
    1,874
    MILLION
  • Total Number of Accounts
    1,972
    ACCOUNTS
  • Average Account Value
    $950,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, MS, MT, NC, NY, SC, TN, TX

Financial Advisors at Stokes Family Office LLC
Showing 1 - 7 of 7 top financial advisors.
1
Patrick McKay, financial advisor New Orleans LA
Patrick T. McKay
CRD#: 5685441
1100 Poydras St, Ste. 2775, New Orleans, LA 70163

Patrick McKay (CRD# 5685441) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has over 12 years of experience in the finance industry.

2
David Stokes, financial advisor New Orleans LA
David C. Stokes
CRD#: 1206789
1100 Poydras St, Ste. 2775, New Orleans, LA 70163

David Stokes (CRD# 1206789) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has over 39 years of experience in the finance industry.

3
Douglas Stokes, financial advisor New Orleans LA
Douglas M. Stokes
CRD#: 5974369
1100 Poydras St, Ste. 2775, New Orleans, LA 70163
Douglas Stokes (CRD# 5974369) is an Investment Advisor Representative working at Stokes & Hubbell Capital Management, LLC in New Orleans, LA and has 1 year of experience in the finance industry.
4
Gregory Stokes, financial advisor New Orleans LA
Gregory J. Stokes
CRD#: 5884268
1100 Poydras St, Ste. 2775, New Orleans, LA 70163

Gregory Stokes (CRD# 5884268) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has over 11 years of experience in the finance industry.

5
Charles Tiblier, financial advisor New Orleans LA
Charles M. Tiblier
CRD#: 7009292
1100 Poydras St, Ste. 2775, New Orleans, LA 70163

Charles Tiblier (CRD# 7009292) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has over 5 years of experience in the finance industry.

6
Devin Brieske, financial advisor New Orleans LA
Devin C. Brieske
CRD#: 7692547
1100 Poydras St, Ste. 2775, New Orleans, LA 70163

Devin Brieske (CRD# 7692547) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has 1 year of experience in the finance industry.

7
Thomas Greuling, financial advisor New Orleans LA
Thomas G. Greuling
CRD#: 3091934
1100 Poydras St, Ste. 2775, New Orleans, LA 70163

Thomas Greuling (CRD# 3091934) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has over 25 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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