← Tributary

ADVISOR.INVESTMENTS

BATON ROUGE, LA · CRD 142202 · IAPD ↗ · 225-292-0687

$199.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2025 — ADVISOR.INVESTMENTS added office(s): 1 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.