Thirtynorth Investments, LLC

Thirtynorth Investments, LLC (CRD# 155355) is a financial advisory firm headquartered in New Orleans, LA. They manage $279,173,000 in 352 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
https://www.linkedin.com/company/thirtynorth-investments-llc/
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $793,105
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, SC, TX

Financial Advisors at Thirtynorth Investments, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mara Fortmayer, financial advisor New Orleans LA
Mara B. Fortmayer
CRD#: 5088597
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163

Mara Fortmayer (CRD# 5088597) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.

2
Moylan Gomila, financial advisor New Orleans LA
Moylan F. Gomila
CRD#: 3071329
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163

Moylan Gomila (CRD# 3071329) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 13 years of experience in the finance industry.

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

Suzanne Mestayer (CRD# 5845327) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 14 years of experience in the finance industry.

4
Sarah Bomhoff, financial advisor New Orleans LA
Sarah E. Bomhoff
CRD#: 7202538
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163

Sarah Bomhoff (CRD# 7202538) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has 1 year 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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