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Building 2TABULA RASA, LLC

Map pinBIRMINGHAM, AL
Phone205-837-1889
NotebookSEC #801-113862
Total AUM
$9.8M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 OFFICE PARK DRIVE, SUITE # 100
BIRMINGHAM
AL 35223
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
205-837-1889
Other Offices
1

ReceiptFinancials

Total AUM
$9.8M
Accounts
11
Discretionary
$9.8M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2.9M
Other Clients
2
AUM
$6.9M
Description of Other Clients
TRUSTS AND DEFINED BENEFIT PLAN

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

HandshakeAffiliates

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

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