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- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2010
- Office Locations
- 2
Office Locations
About Thirtynorth Investments, LLC
ThirtyNorth Investments is an independent, fee-only RIA in New Orleans serving individuals and families, employer retirement plans, and nonprofits/institutions. The firm builds personalized portfolios using public funds and ETFs, with experience incorporating alternatives when appropriate, and supports plan fiduciaries with a systemized oversight program. Clients have daily access to performance reporting and assets are held with third-party custodians.
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Owner & Executives
SARAH ELIZABETH BOMHOFF
Principal
- CRD
- #7202538
- Ownership
- 5% but less than 10%
SUZANNE TRAPPEY MESTAYER
Chief Compliance Officer, Investment Advisor Representative, Manager, MANAGING PRINCIPAL
- CRD
- #5845327
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MOYLAN FEILD GOMILA JR
Investment Advisor
- CRD
- #3071329
Kenneth Milvid
--
- CRD
- #7930376
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $345,810,000 | $548,905 |
| Non-Discretionary | $121,972,000 | $24,394,400 |
| Total | $467,782,000 | $736,665 |
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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 |
| Private Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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