Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
833656874
SEC advisor number
801-115261
FINRA CRD number
300899
AUM ?
$1.87 bn
(as of 22 Mar 24)
Accounts
1,972
(as of 22 Mar 24)
Employees
9
(9 investment advisory or research)
Address
Stokes Family Office
1100 POYDRAS STREET
SUITE 1285
NEW ORLEANS
LA 70163
1100 POYDRAS STREET
SUITE 1285
NEW ORLEANS
LA 70163
Phone
5043994100
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Feb 25
13F-HR
Quarterly holdings report by institutional manager
12 Nov 24
13F-HR
Quarterly holdings report by institutional manager
5 Jul 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22