Iberiabank Asset Management, Inc. is a large advisory firm based in Birmingham. It manages $80.48 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Louisiana, and Texas.
Iberiabank Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Iberiabank Asset Management, Inc. is $80.48 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Iberiabank Asset Management, 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.
Robert William Katz has been acting as President since 1 Jan 2008. Dorothy Fisher French joined the executive team most recently as the Chief Compliance Officer.
The principal office where Iberiabank Asset Management, Inc. performs its advisory services is located at 2340 Woodcrest Place, Birmingham, AL 35209, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 205.803.5832. The normal business hours are 8:00 am-5:00 pm cst on Monday - Friday.