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Affluent Client Focus Advisor.Investments specializes in serving high-net-worth individuals and families, providing tailored investment and insurance solutions, which presents opportunities for premium financial services and wealth management products.

Technology Adoption The company utilizes modern technologies such as Calendly, PHP, and Nginx, indicating openness to digital solutions, creating potential for offering innovative fintech integrations or cybersecurity enhancements.

Growth Potential With a revenue range of one to ten million dollars and a small team, Advisor.Investments may be seeking scalable solutions to expand client base and operational efficiency through automation or strategic partnerships.

Regulatory Standing As an SEC-registered RIA, the firm operates within strict compliance frameworks, offering opportunities to introduce compliance management tools or regulatory consulting services.

Market Positioning Positioned alongside notable fintech and investment firms like SoFi and Betterment, Advisor.Investments could benefit from marketing collaborations or distribution channels targeting similar affluent markets.

Advisor.Investments Tech Stack

Advisor.Investments uses 8 technology products and services including Calendly, Google Hosted Libraries, cdnjs, and more. Explore Advisor.Investments's tech stack below.

Calendly

Appointment Scheduling

Google Hosted Libraries

Content Delivery Network

cdnjs

Content Delivery Network

PHP

Programming Languages

HSTS

Security

X-Content-Type-Options

Web & Portal Technology

Nginx

Web Servers

AddToAny

Widgets

Advisor.Investments Email Formats	Example	Percentage
First@advisor.investments	John@advisor.investments	50%
First@advisor.investments	John@advisor.investments	50%

Advisor.Investments Email Formats

Example

Percentage

First@advisor.investments

John@advisor.investments

50%

First@advisor.investments

John@advisor.investments

50%

Frequently Asked Questions

Where is Advisor.Investments's headquarters located?

Advisor.Investments's main headquarters is located at 11939 Bricksome Ave, Baton Rouge, LA 70816, US. The company has employees across 1 continents, including North America.

What is Advisor.Investments's official website and social media links?

Advisor.Investments's official website is advisor.investments and has social profiles on LinkedIn.

What is Advisor.Investments's NAICS code?

Advisor.Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Advisor.Investments have currently?

As of October 2025, Advisor.Investments has approximately 4 employees across 1 continents, including North America. Key team members include Co Owner: S. H.Financial Analyst: R. M.Enrolled Agent: S. P.. Explore Advisor.Investments's employee directory with LeadIQ.

What industry does Advisor.Investments belong to?

Advisor.Investments operates in the Investment Management industry.

What technology does Advisor.Investments use?

Advisor.Investments's tech stack includes CalendlyGoogle Hosted LibrariescdnjsPHPHSTSX-Content-Type-OptionsNginxAddToAny.

What is Advisor.Investments's email format?

Advisor.Investments's email format typically follows the pattern of First@advisor.investments. Find more Advisor.Investments email formats with LeadIQ.

When was Advisor.Investments founded?

Advisor.Investments was founded in 2005.

Advisor.Investments

Investment ManagementUnited States2-10 Employees

Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families. Although we are open to working with qualified individuals from many backgrounds, over the years, we have assisted employees from numerous corporations such as ExxonMobil, ChevronTexaco, Total S.A., Shell Oil, Entergy, Energy XXI, XTO, and state retirees. 

Advisory Services through Advisor.Investments a (DBA) for Diversified Investment Strategies, LLC • An SEC Registered Investment Advisor 
Insurance Services through Advisor.Investments

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