Demauriac LLC

RIASEC Registered

Total AUM

$40M

Discretionary

$40M

100% of AUM

Avg account

$186K

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: New Orleans, Louisiana
CRD number: 306542
Website: demauriac.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.78%
HNWI28.38%
Charitable Organizations9.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Demauriac LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family clients and institutional clients, positioning itself as a fee-for-service advisor that charges based on a percentage of assets under management in addition to offering hourly and fixed-fee engagements. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and delivery of educational workshops. Demauriac LLC identifies as a capital allocator and maintains an industry affiliation with an insurance company. The firm is not active on ESG investing and does not operate as a multi-state adviser.