Lawrence
Sisung

Sisung Investment Management Services LLC

CRD#1285539
Investment Advisor
in New Orleans, LA

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About this Advisor

Lawrence Sisung is a financial advisor based in New Orleans, Louisiana, working with Sisung Investment Management Services LLC. Lawrence has previously held a position at Sisung Securities Corporation. Lawrence has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Louisiana. Currently, Lawrence is part of Sisung Investment Management Services LLC, which operates out of New Orleans, Louisiana. The firm has 7 employees and manages assets totaling $2.0 billion. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Sisung Investment Management Services LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

201 St. Charles Avenue Suite 4240
New Orleans, LA 70170-1048

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Sisung Investment Management Services LLC Brokerage Details

Total Assets Under Management

$2,000,884,017

LA Average: $486,181,852
Total Number of Employees

7

LA Average: 13
Total Number of Accounts

12

LA Average: 722
Average Account Size

$166,740,335

LA Average: $673,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lawrence Sisung Work History

1989 - Present (35 years)

Sisung Securities Corporation

Disclosures

Please visit the SEC profile of Lawrence Sisung 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 Sisung Investment Management Services LLC

John Chapman
New Orleans, LA
Michael Weinstein
New Orleans, LA
Richard Solares
New Orleans, LA
Robert Sisung
New Orleans, LA
Lawrence Sisung
New Orleans, LA
Lawrence Sisung
New Orleans, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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