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- Custodian
- Betterment · Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
About Demauriac LLC
deMauriac LLC is an independent, fiduciary RIA in New Orleans providing CFP-led financial planning and portfolio management, with a dedicated focus on the under-addressed needs of women investors navigating major life transitions (divorce, loss, career change) and retirement income planning. Portfolios primarily use public funds and ETFs and may incorporate ESG/SRI. Works with custodians including Schwab and Betterment.
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Owner & Executives
Marigny deMauriac
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6192738
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,029,843 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,029,843 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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