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Mcfadden, David Lester (Baton Rouge)


Mcfadden, David Lester is a large advisory firm based in Baton Rouge. It manages $32.9 million of regulatory assets for 154 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana, Nebraska, and Texas.

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Mcfadden, David Lester provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcfadden, David Lester: assets under management

The assets under management (AUM) of Mcfadden, David Lester is $32.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $213.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcfadden, David Lester for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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 Baton Rouge

The principal office where Mcfadden, David Lester performs its advisory services is located at 11939 Bricksome Avenue, Baton Rouge, LA 70816, 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 225-292-0608 or by fax 225-292-0006. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dfsbatonrouge.com.


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