Clifford Freret Favrot

Employer firm

Dumaine Investments LLC CRD 306481

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• WEALTH ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 12/2019
  Delta Financial Advisors, L.L.C.
  New Orleans, LA
• 11/2019 → Present
  Dumaine Investments Llc
  New Orleans, LA

Previous Registrations

• 2004-02-10 → 2020-01-10
  Delta Financial Advisors, L.L.C.
  New Orleans, LA
  New Orleans, LA
  Metairie, LA

Other Businesses

DUMAINE INVESTMENTS LLC PROVIDES ADVISORY SERVICES TO CDJ APARTMENTS LLC. CLIFFORD F. FAVROT, SOLE MEMBER AND INVESTMENT ADVISER REPRESENTATIVE OF DUMAINE INVESTMENTS LLC IS A NON-CONTROLLING MINORITY OWNER OF CDJ APARTMENTS LLC WITH WHOM HE HAS A FAMILY RELATIONSHIP. MR. FAVROT PROVIDES ADVISORY SERVICES, MAINTAINS A NON-CONTROLLING MINORITY OWNERSHIP AND HAS A FAMILY RELATIONSHIP WITH CDJ APARTMENTS LLC. AS A RESULT, A POTENTIAL CONFLICT OF INTEREST EXISTS. HOWEVER, AS A FIDUCIARY, MR. FAVROT HAS A DUTY TO TREAT ALL CLIENTS SIMILARLY, AND WILL NEVER PUT HIS INTERESTS AHEAD OF THE INTERESTS OF DUMAINE'S OTHER CLIENTS. MR. FAVROT DOES NOT RECEIVE COMPENSATION AS AN NON-CONTROLLING MINORITY OWNER OF CDJ APARTMENTS LLC.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Cliff Freret Favrot