DBA: FLETCHER FINANCIAL GROUP
| Total AUM | $133.0M |
| Discretionary | $133.0M100% of AUM |
| Client Accounts | 713 |
| Avg Account Size | $187K |
| Employees | 5 |
| Peak AUM | $133.0MFeb 2026 |
Total AUM
$133M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | 0.0% | — | — | — |
| Discretionary AUM | $133M | 0.0% | |||
| Total AUM | $133.0M |
| Discretionary | $133.0M |
| Employees | 5 |
| Client Accounts | 713 |
| Client Range | 251-500 |
Address
3800 CYPRESS ST
WEST MONROE LA 71291
Phone
318-387-8918
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$133M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Total Accounts | 713 | 0.0% | — | — | — |
| Avg Account Size | $186,535.764 | 0.0% | — | — | — |
| Employees | 5 | 0.0% | — | — | — |
| AUM / Employee | $27M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $133M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 500 | 0.0% | — | — | — |