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Fenner Plauche & Williams Investment Management Co., Inc (New Orleans)


Fenner Plauche & Williams Investment Management Co., Inc is a large advisory firm based in New Orleans. It manages $143.84 million of regulatory assets for 281 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Louisiana, Mississippi, and Texas.

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Fenner Plauche & Williams Investment Management Co. provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fenner Plauche & Williams Investment Management Co.: assets under management

The assets under management (AUM) of Fenner Plauche & Williams Investment Management Co., Inc is $143.84 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $103.78 million in discretionary accounts and $40.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fenner Plauche & Williams Investment Management Co., Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in New Orleans

The principal office where Fenner Plauche & Williams Investment Management Co., Inc performs its advisory services is located at 228 St Charles Avenue, New Orleans, LA 70130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-581-6288 or by fax 504-525-5191. The normal business hours are 8:30 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fpwimc.com.


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