Justin
Montreuil
Ahrens Investment Partners, LLC
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About this Advisor
Justin Montreuil is a financial advisor who works in Lafayette, Louisiana who has 4 years of relevant experience. Montreuil works at Ahrens Investment Partners, LLC. During their career, Montreuil has held roles at Ahrens Investment Partners, LLC, Baton Rouge Orthopaedic Clinic, Law Enforcement Online/Fbi, Waitr Driver, Louisiana State University and Uber. Montreuil has a Series 65 license, designating them as an investment advisor representative, and can operate in Louisiana and Texas. Ahrens Investment Partners, LLC is a firm operating out of Lafayette, LA. It manages $702 million in assets under management between its 2,123 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 2,123 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Ahrens Investment Partners, LLC offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules largely depend on which services the firm provides the client. However, fees charged by Ahrens Investment Partners, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ahrens Investment Partners, LLC Brokerage Details
$702,175,368
14
2,123
$330,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Justin Montreuil Work History
Justin has been registered as a financial advisor for 4 years.*
Ahrens Investment Partners, LLC
Uber
Waitr Driver
Baton Rouge Orthopaedic Clinic
Law Enforcement Online/Fbi
Louisiana State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Montreuil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ahrens Investment Partners, LLC
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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