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Broussard Financial Group, LLC

● SEC registered since 2024CRD 123724SEC# 801-130384Kaplan, LA
Export (members)
Reg. AUM
$115.4M
Employees
2
Accounts
421
Location
Kaplan, LA

Broussard Financial Group, LLC assets under management

Broussard Financial Group, LLC is an SEC-registered investment adviser based in Kaplan, LA. The firm has been registered since 2024. It reports $115.4 million in regulatory assets under management and employs 2 people.
www.facebook.com/broussardfinancialgroupView on SEC.gov ↗

Broussard Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jerry James Broussard ControlChief Compliance Officer/Managing MemberOver 75%2002

Frequently asked questions

How much does Broussard Financial Group, LLC manage?

Broussard Financial Group, LLC reports $115.4 million in regulatory assets under management on its Form ADV.

How many employees does Broussard Financial Group, LLC have?

Broussard Financial Group, LLC reports 2 employees.

Where is Broussard Financial Group, LLC located?

Broussard Financial Group, LLC is based in Kaplan, LA and has been SEC-registered since 2024.

Does Broussard Financial Group, LLC disclose fund performance?

Broussard Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address106 West Veterans Memorial Drive, Kaplan, LA 70548
Phone337-643-8319
Fax877-814-4862
Office hoursM-Th:8a.m. To 4:30p.m. And Fridays 8a.m. To 12 Noon
SEC regionMiami Regional Office (MIRO)
CIK1548136
Discloses disciplinary historyNo

Assets under management

Discretionary$115.4M
Non-discretionary$0
Total (RAUM)$115.4M