Toni L. Ladnier, Cpa LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Saint Francisville, Louisiana
CRD number
293900
Fee structure
Other

Firm profile

FINTRX

Overview

Toni L. Ladnier, Cpa LLC is organized as a limited liability company and is classified as an independent registered investment adviser. The firm is structured around an individual owner and lists accounting as its primary business activity, indicating its client work centers on CPA-related services rather than traditional wealth management. The adviser is recorded with an unknown SEC registration year and uses a fee structure categorized as "Other." It is not identified as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. The snapshot also indicates the firm is not a pension consultant, not newly formed, and has no related adviser relationships noted.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Toni Ladnier

    Toni Ladnier

    OwnerCRD 6302343

Wealth teams

FINTRX

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

Saint Francisville, LA

West Feliciana

Location

Saint Francisville, LA

Headquartered in Saint Francisville, LA, in the South of the United States.

Region
South
County
West Feliciana
Address
11736 Ferdinand St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth