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Building 2ONEASCENT FINANCIAL SERVICES LLC

Map pinBIRMINGHAM, AL
Phone205-313-9142
NotebookSEC #801-108265
Total AUM
$3.5B
Employees
161
Clients
5,279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 INVERNESS PARKWAY
BIRMINGHAM
AL 35242
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
205-313-9142
Other Offices
35

ReceiptFinancials

Total AUM
$3.5B
Accounts
16,009
Discretionary
$3.1B
Accounts
13,433
Non-Discretionary
$485.1M
Accounts
2,576

ContactClients

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Individual Clients
4,324
AUM
$1.1B
HNW Individual Clients
804
AUM
$1.9B
Pension/Profit Sharing Plan Clients
70
AUM
$302.8M
Charitable Organization Clients
45
AUM
$182.5M
Corporation or Business Clients
36
AUM
$27.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACODEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNVNYOHOKORPASCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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