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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P World ex-US ETF $216,000

    Assets

    Assets

    Last updated on July 12, 2017
      • $621.1K
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1
        Accounts
      • $621.1K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Harriet Johnson Brackey
    November 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Iberia Capital Partners L.L.C. Broker-Dealer --
      Iberia Wealth Advisors -- --
      Iberiabank -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Dorothy Fisher French Chief Compliance Officer October, 2010 less than 5%
        Jason Hugh Waters President March, 2016 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets