AdvisorGrade

Financial advisers in Monroe, LA

2 registered investment adviser firms in Monroe managing $613M in assets, based on public SEC Form ADV filings.

Graham, Bordelon, Golson & Gilbert, INC.

Monroe, LA · Est. 1985

Local
Fee-based
AUM
$421M
Per adviser
$105M
Advisers
4

No reported disclosures

Vines Capital Management, LLC

Monroe, LA · Est. 2022

Local
Fee-based
AUM
$192M
Per adviser
$64M
Advisers
3

No reported disclosures