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Building 2EMERANT WEALTH, LLC

Map pinBIRMINGHAM, AL
Phone(205) 871-3334
NotebookSEC #801-107187
Total AUM
$62.8M
Employees
2
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 UNIVERSITY PARK PLACE
SUITE 501
BIRMINGHAM
AL 35209
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(205) 871-3334
Other Offices
6

ReceiptFinancials

Total AUM
$62.8M
Accounts
398
Discretionary
$62.8M
Accounts
398
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
168
AUM
$59.7M
Pension/Profit Sharing Plan Clients
9
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ROBOADVISORY SERVICE.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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