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Vallere St Denis J & Co (New Orleans)


Vallere St Denis J & Co is a large advisory firm based in New Orleans. It manages $965.27 million of regulatory assets for 365 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, and Texas.

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Vallere St Denis J & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vallere St Denis J &: assets under management

The assets under management (AUM) of Vallere St Denis J & Co is $965.27 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $621.4 million in discretionary accounts and $343.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.11 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.84 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vallere St Denis J & Co for their services and products based on a percentage of assets under management. 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 Vallere St Denis J & Co performs its advisory services is located at 210 Baronne St., Ste 808, New Orleans, LA 70112 1727, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 504-525-0808 or by fax 504-522-2747. The normal business hours are 8:15 a.m. - 4:45 p.m. on Monday - Friday. You can find more information about the New York firm at www.villere.com.


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