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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix timberLegacy beacon
- Established Date
- 04-26-2024
- Office Locations
- 1
Office Locations
About HTB Wealth Advisors, LLC
HTB Wealth Advisors, LLC is a Baton Rouge, Louisiana retail RIA providing asset management and portfolio construction, with an emphasis on asset allocation using mutual funds, ETFs, fixed income, and annuity solutions. The firm’s stated client focus includes entrepreneurs, and it reports custody through Charles Schwab. Leadership includes a chief compliance officer who also serves as an investment advisor and tax partner.
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Owner & Executives
RONALD LOUIS GAGNET
Chief Compliance Officer, INVESTMENT ADVISOR, Tax Partner
- CRD
- #7881868
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JILL KENNEDY KINDLER
--
- CRD
- #8019989
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,312,665 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,312,665 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,312,665
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $586,872,286 | 31.8% |
| Cash | $609,018,410 | 33.0% |
| Corporate - Investment Grade | $649,619,638 | 35.2% |
| Total | $1,845,510,334 | 100.0% |