BROUSSARD FINANCIAL GROUP, LLC
Firm details
- Headquarters
- KAPLAN, Louisiana
- CRD number
- 123724
- Registered since
- July 2, 2024
- Website
- broussardfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.69%
- Individuals18.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Broussard Financial Group, LLC is an independent SEC-registered registered investment adviser organized as an LLC and first registered in 2024. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. The adviser reports being an active ESG investor and does not operate as a capital allocator or related adviser; it is not positioned as a pension consultant or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- Private Funds1%
Contacts
1 of 1JERRY BROUSSARD
PresidentCRD 1230207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$142M in ETFs
66%
$94.3M
33%
$47.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $18.8M | 372,953 | 13.21% |
Location
KAPLAN, LA
VERMILION
Location
KAPLAN, LA
Headquartered in KAPLAN, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- VERMILION
- Address
- 106 W Veterans Meml Dr
- Time zone
- CT (UTC-6)
- Office locations
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