Shilla Corporation (New Orleans)


Shilla Corporation is a large advisory firm based in New Orleans. It manages $35.35 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Louisiana and Texas.

Shilla Corporation provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shilla Corporation: assets under management

The assets under management (AUM) of Shilla Corporation is $35.35 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $14.76 million in discretionary accounts and $20.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $421.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.43 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shilla Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Orleans

The principal office where Shilla Corporation performs its advisory services is located at 365 Canal Street, 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 504-522-6330 or by fax 504-522-6929. The normal business hours are 8:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sjpadvisors.com.

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