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Hancock Whitney Investment Services Inc.

● SEC registered since 2007CRD 40637SEC# 801-68420New Orleans, LA
Export (members)
Reg. AUM
$210.6M
Employees
45
Accounts
1,031
Location
New Orleans, LA

Hancock Whitney Investment Services Inc. assets under management

Hancock Whitney Investment Services Inc. is an investment advisory firm registered with the SEC based in New Orleans, LA. The firm has been registered since 2007. It reports $210.6 million in regulatory assets under management and employs 45 people.

Hancock Whitney Investment Services Inc. owners & executives

8 reported
NameTitleOwnershipSince
Anita Gregoire Schexnayder ControlVice President/Chief Financial Officer & DirectorUnder 5%2022
Donna BartlettBroker Dealer - Chief Compliance OfficerUnder 5%2023
Hancock Whitney Corporation ControlShareholderOver 75%2017
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Frequently asked questions

How much does Hancock Whitney Investment Services Inc. manage?

Hancock Whitney Investment Services Inc. reports $210.6 million in regulatory assets under management on its Form ADV.

How many employees does Hancock Whitney Investment Services Inc. have?

Hancock Whitney Investment Services Inc. reports 45 employees.

Where is Hancock Whitney Investment Services Inc. located?

Hancock Whitney Investment Services Inc. is based in New Orleans, LA and has been SEC-registered since 2007.

Does Hancock Whitney Investment Services Inc. disclose fund performance?

Hancock Whitney Investment Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address701 Poydras St., Suite 3100, New Orleans, LA 70139
Phone504-586-7290
Fax504-962-4722
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$210.6M
Non-discretionary$0
Total (RAUM)$210.6M