The Shobe Financial Group
The Shobe Financial Group (CRD# 114975) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $396,600,000 in 299 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management397MILLION
-
Total Number of Accounts299ACCOUNTS
-
Average Account Value$1,326,421
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, SC, TX
Financial Advisors at The Shobe Financial Group
No Advisor Found.
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