CRD: 117139
Andre Caubarreaux
Mansura, LA
3182404521
$17.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-1999
- Office Locations
- 1
Office Locations
-- Mansura LA
About Andre Caubarreaux
Andre Caubarreaux is a Mansura-based RIA. The firm has been operating for 26 years. Managing $17.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$334.4K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Unlock to compare peer behavior around frontier crest.
Full visibility includes strategy notes for value momentum wave.
Unlock to compare peer behavior around timber optima.
Unlock to compare peer behavior around oak vertex.
Full visibility includes strategy notes for alpha foundation.
Premium access reveals conviction themes in alpha delta.
Unlock to see real insight on element timber.
Request access to benchmark trends tied to ember.
Asset Classes
Vital Radial
Investment Themes
Element Radial catalyst
Investment Vehicles
Radial
Services
Atlas signal Pioneer Unison Focus quantum
Owner & Executives
A
ANDRE PAUL CAUBARREAUX
Investment Advisor, Owner
- CRD
- #1715215
- Ownership
- 75% or more
(496) 849-8150
element.wave@atlascapital.com
in linkedin.com/in/quantum-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,052,254 | -- |
| Total | $17,052,254 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,052,254
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,876,811,129 | 100.0% |
| Total | $7,876,811,129 | 100.0% |