Sign in Sign up for free

Moneydex, LLC (New Orleans)


Moneydex, LLC is an adviser based in New Orleans. It manages $8 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.

Moneydex provides management of etfs. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moneydex: assets under management

The assets under management (AUM) of Moneydex, LLC is $8 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $8 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Moneydex, LLC 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.

Based in New Orleans

The principal office where Moneydex, LLC performs its advisory services is located at 109 10 Th Street, New Orleans, LA 70124 The mailing address of the firm is 109 10 Th Street, New Orleans, LA 70124. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-895-1550 or by fax NONE. The normal business hours are 9:00 am-5:00 pm on Monday - Friday.


Registered investment advisers similar to Moneydex, LLC