C
$48.6M Total AUM
$48.1M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
7 yrs Firm Age
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- Custodian
- JP Morgan · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-2019
- Office Locations
- 1
Office Locations
720 Harrison AVE Suite C NEW Orleans LA
About CDS James Investments, LLC
CDS James Investments, LLC is a NEW Orleans-based RIA. The firm has been operating for 7 years. Managing $48.6M in total assets under management, with 1 advisory representatives. They custody assets with JP Morgan and Trade-PMR.
Team overview
-- AVG AGE
$48.6M AVG AUM / ADVISOR
$648.4K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MATTHEW THOMAS JAMES
Chief Compliance Officer, Owner
- CRD
- #2977197
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,133,006 | -- |
| Non-Discretionary | $493,954 | -- |
| Total | $48,626,960 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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