Sarah
Bomhoff

Thirtynorth Investments, LLC

CRD#7202538
Investment Advisor
in New Orleans, LA

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About this Advisor

Sarah Bomhoff is a financial advisor based in New Orleans, Louisiana, working with Thirtynorth Investments, LLC. Sarah has previously held positions at Scout Investments and Thirtynorth Investments, LLC. Sarah is registered to provide services in Louisiana and Texas. Currently, Sarah is part of Thirtynorth Investments, LLC, which operates out of New Orleans, Louisiana. The firm has 6 employees and manages assets totaling $311.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thirtynorth Investments, LLC includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1460 Energy Centre 1100 Poydras Street
New Orleans, LA 70163

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Thirtynorth Investments, LLC Brokerage Details

Total Assets Under Management

$311,005,000

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

6

LA Average: 13
Total Number of Accounts

360

LA Average: 722
Average Account Size

$863,903

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sarah Bomhoff Work History

2023 - Present (1 year)

Thirtynorth Investments, LLC

2019 - 2023 (4 years)

Thirtynorth Investments, LLC

2013 - 2019 (6 years)

Scout Investments

Disclosures

Please visit the SEC profile of Sarah Bomhoff 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 Thirtynorth Investments, LLC

Mara Fortmayer
New Orleans, LA
Sarah Bomhoff
New Orleans, LA
Moylan Gomila
New Orleans, LA
Suzanne Mestayer
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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