September 22, 2014 6:03 AM ET

Capital Markets

Company Overview of CommonWealth Advisors, Inc.

Company Overview

CommonWealth Advisors, Inc. is a employee owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals, typically high net worth individuals. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It manages equity and fixed income portfolios for its clients. The firm invests in the public equity and fixed income markets of the United States. It primarily invests in diversified value stocks to create its equity portfolios. For fixed income, the firm invests in mortgage- and asset-backed securities; corporate and government deb...

315 Third Street

Baton Rouge, LA 70801

United States

Founded in 1991





Key Executives for CommonWealth Advisors, Inc.

Chief Operating Officer
Managing Director and Portfolio Manager
Age: 53
Vice President of Operations/trading
Chief Compliance Officer and Vice President
Compensation as of Fiscal Year 2014.

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