CRD: 167906
Stability Financial, LLC
$29.6M Total AUM
$29.6M Disc. AUM
-- 3Y CAGR
2 Employees
150 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
5201 West Bank Expressway Suite 203 Marrero LA
About Stability Financial, LLC
Stability Financial, LLC is a founder-led Louisiana RIA providing goal-based financial planning and investment management, including retirement planning, wealth-protection/risk management, and estate planning coordinated with clients’ attorneys and accountants. Client relationships are led by a CFP and portfolios are ETF-centric in reported SMAs, with custody support including Charles Schwab.
Team overview
54 AVG AGE
$29.6M AVG AUM / ADVISOR
$197.4K AVG AUM / CLIENT
13.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RAYMOND LEE DAVIS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2252165
- Ownership
- 75% or more
Available
Available
Available
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 | $29,603,338 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,603,338 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing