Iberiabank Asset Management, Inc. (Birmingham)

Iberiabank Asset Management, Inc. is a large advisory firm based in Birmingham. It manages $80.48 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Louisiana, and Texas.

Iberiabank Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iberiabank Asset Management: assets under management

The assets under management (AUM) of Iberiabank Asset Management, Inc. is $80.48 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Iberiabank Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Iberiabank Asset Management, Inc.

Robert William Katz has been acting as President since 1 Jan 2008. Dorothy Fisher French joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert William Katz	President	1 Jan 2008	Other	4367700
Iberiabank	Shareholder	1 Jan 2008	75% - 100%	72-0218470
Vicki June Smith	Chief compliance officer	1 Jan 2008	Other	5504196
Michael James Brown	Director	1 Jan 2008	Other	3206320
Karl Ernst Hoefer	Director	1 Jan 2008	Other	5514263
Eric Abba Movassaghi	Director	1 Jan 2008	Other	5514264
Jefferson Glenny Parker	Director	1 Jan 2010	Other	835439
Dorothy Fisher French	Chief compliance officer	1 Oct 2010	Other	4982896

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Iberiabank Corporation	Shareholder	1 Jan 2008	75% - 100%	72-1280718

Based in Birmingham

The principal office where Iberiabank Asset Management, Inc. performs its advisory services is located at 2340 Woodcrest Place, Birmingham, AL 35209, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205.803.5832. The normal business hours are 8:00 am-5:00 pm cst on Monday - Friday.