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Fenner Investments, L.L.C. (New Orleans)


Fenner Investments, L.L.C. is an adviser based in New Orleans. It manages $22.71 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2003.




Fenner Investments, L.L.C provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fenner Investments, L.L.C: assets under management

The assets under management (AUM) of Fenner Investments, L.L.C. is $22.71 million. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.62 million in discretionary accounts and $5.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $565.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fenner Investments, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Orleans

The principal office where Fenner Investments, L.L.C. performs its advisory services is located at 228 St. Charles Avenue,, New Orleans, LA 70130 The mailing address of the firm is P.O. Box 56127, New Orleans, LA 70156 6127. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-581-6288 or by fax 504-525-5191. The normal business hours are 8:30 a.m. - 3:30 p.m.cst on Monday - Friday.


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