Sisung Investment Management Services LLC

RIASEC RegisteredEst. 1995
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$149M
Accounts
13
Employees
7
Advisory reps
6

Firm details

Headquarters
Metairie, Louisiana
CRD number
107318
Registered since
August 18, 1995
Fee structure
Percentage of AUM
Client types
  • State / Municipal Government100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sisung Investment Management Services LLC is an institutional registered investment adviser formed in 1995 and organized as an LLC with domestic/individual ownership. The firm manages portfolios for institutions as well as for individuals and small businesses, charging clients a fee based on assets under management. Its advisory scope includes discretionary portfolio management for business and institutional clients; the firm reports minimal non-discretionary assets. Sisung is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not self-identify as a capital allocator or pension consultant. Regulatory and industry activities reported by the firm include roles as a broker-dealer, registered municipal advisor, insurance company, real estate broker, and sponsor of limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 47%, US Government Bonds 46%, Cash & Cash Equivalents 7%47%
  • State & Local Bonds47%
  • US Government Bonds46%
  • Cash & Cash Equivalents7%

Contacts

3 of 6
  • John Chapman

    John Chapman

    Vice PresidentCRD 6604469

  • Michael Weinstein

    Michael Weinstein

    Vice PresidentCRD 5838200

  • Richard Solares

    Richard Solares

    Sr. V.P. BrokerCRD 2029652

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Metairie, LA

Jefferson

Location

Metairie, LA

Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Jefferson
Address
3850 N Causeway Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth