W
$591.3M Total AUM
$585.1M Disc. AUM
16.8% 3Y CAGR
2 Employees
37 ADV. Clients
47 yrs Firm Age
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- Custodian
- Regions Bank · UBS · Wilmington Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-1978
- Office Locations
- 1
Office Locations
-- NEW Orleans LA
About Walter C. Flower & Co., INC
Walter C. Flower & Co., INC is a NEW Orleans-based RIA. The firm has been operating for 47 years. Managing $591.3M in total assets under management, with 2 advisory representatives. They custody assets with Regions Bank and UBS.
Team overview
-- AVG AGE
$295.7M AVG AUM / ADVISOR
$16.0M AVG AUM / CLIENT
9.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
47yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER SCHWING HOWARD
President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SAMUEL P SCHWING
Chief Compliance Officer, Operations Supervisor
- CRD
- #2341072
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $585,106,162 | $16,717,319 |
| Non-Discretionary | $6,229,752 | $3,114,876 |
| Total | $591,335,914 | $15,982,052 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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