Sisung Investment Management Services LLC
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Overview
Sisung Investment Management Services LLC operates as an advisory company headquartered in New Orleans, Louisiana. It has $2.0 billion in total assets over 12 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Sisung Investment Management Services LLC has a small team, including 4 financial advisors. Sisung Investment Management Services LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like equities, options and bonds.
Sisung Investment Management Services LLC manages most of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions without needing the customer's consent. Sisung Investment Management Services LLC also manages two non-discretionary accounts totaling $8.4 million in assets. The company administers about $162.9 million for each account. The average financial advisor at Sisung Investment Management Services LLC administers about three client accounts, making it one of the most individualized financial advisor firms in the country.
The company's main office is at 201 St. Charles Avenue, New Orleans, Louisiana 70170-1048. It is permitted to serve investors throughout a few states, including Alabama, California, Florida, Georgia, Louisiana, Mississippi and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sisung Investment Management Services LLC by the Numbers
$2.0 billion
7
12
$162.9 million
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. However, fees charged by Sisung Investment Management Services LLC typically consist of the following fee type: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to state or municipal government entities. Out of its 12 clients, Sisung Investment Management Services LLC's biggest client by number of accounts is state or municipal government entities. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sisung Investment Management Services LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sisung Investment Management Services LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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