FAMILY OFFICE OF THE SOUTH, INC.
CRD #144430 SEC #801-68094 NEW ORLEANS, LA 504-304-3686
SEC Registered
Total AUM
$59.2M
Discretionary
$59.2M
Employees
5
Clients
25
Accounts
22
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZERVIGON, LUIS, CHARLES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZERVIGON, LUIS, CHARLES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZERVIGON, LUIS, CHARLES | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 30, 2008 REGISTERED
Notice Filings (1)
LA
Address
4640 S. CARROLLTON AVE.SUITE 220
NEW ORLEANS, LA 70119
USA
Phone: 504-304-3686