Thirtynorth Investments, LLC

Thirtynorth Investments, LLC (CRD# 155355) is a financial advisory firm headquartered in New Orleans, LA. They manage $126,700,000 in 399 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $317,544
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

AL, CA, LA, TX

Financial Advisors at Thirtynorth Investments, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Margaret B. Duquesnay
CRD#: 4823176
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
96
Wealthminder
score

Margaret Duquesnay (CRD# 4823176) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 12 years of experience in the finance industry. Margaret Duquesnay 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
Mara B. Fortmayer
CRD#: 5088597
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
93
Wealthminder
score

Mara Fortmayer (CRD# 5088597) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 8 years of experience in the finance industry.

3
Suzanne T. Mestayer
CRD#: 5845327
1460 Energy Centre, 1100 Poydras St., New Orleans, LA 70163
93
Wealthminder
score

Suzanne Mestayer (CRD# 5845327) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 6 years of experience in the finance industry.

4
Moylan F. Gomila
CRD#: 3071329
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
81
Wealthminder
score

Moylan Gomila (CRD# 3071329) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 6 years of experience in the finance industry.

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