Iberia Asset Management, Inc. (New Orleans)

Iberia Asset Management, Inc. is an adviser based in New Orleans. It manages $15.88 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2011.

Iberia Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Iberia Asset Management: assets under management

The assets under management (AUM) of Iberia Asset Management, Inc. is $15.88 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Iberia 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.

Careers at Iberia Asset Management, Inc.

Robert William Katz has been acting as President since 1 Jan 2008. Jason Hugh Waters joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert William Katz	President	1 Jan 2008	Other	4367700
Iberiabank	Shareholder	1 Jan 2008	75% - 100%	72-0218470
Michael James Brown	Director	1 Jan 2008	Other	3206320
Eric Abba Movassaghi	Director	1 Jan 2008	Other	5514264
Karl Ernst Hoefer	Director	1 Jan 2008	Other	5514263
Jefferson Glenny Parker	Director	1 Jan 2010	Other	835439
Dorothy Fisher French	Chief compliance officer	1 Oct 2010	Other	4982896
Jason Hugh Waters	Director	1 Jul 2011	Other	4592577
John Edward Marshall	Director	1 Jul 2011	Other	5847150

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Iberiabank Corporation	Shareholder	1 Jan 2008	75% - 100%	72-1280718

Based in New Orleans

The principal office where Iberia Asset Management, Inc. performs its advisory services is located at 601 Poydras 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 504-310-7378 or by fax 504-310-7307. The normal business hours are 8:00 am-5:00 pm cst on Monday - Friday.