Pan American Investment Advisers Inc is a large advisory firm based in New Orleans. It manages $33.39 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Florida, and 14 other states.
Pan American Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pan American Investment Advisers Inc is $33.39 million. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pan American Investment Advisers 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.
Rene Charles Lorio has been acting as President since 1 Aug 2002. Daniel Everett Lagrone joined the executive team most recently as the Compliance Counsel.
The principal office where Pan American Investment Advisers Inc performs its advisory services is located at 601 Poydras St, New Orleans, LA 70130, which is also the mailing address of the firm. An additional office of the firm is in Fort Mitchell, KY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 504-566-1300 or by fax 504-566-3463. The normal business hours are 8:00 a.m - 5:00 p.m. on Monday - Friday.