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Building 2ONEASCENT WEALTH MANAGEMENT

Map pinBIRMINGHAM, AL
Phone205-313-9142
NotebookSEC #801-118682
Total AUM
$475.6M
Employees
23
Clients
928

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$475.6M
Accounts
2,616
Discretionary
$466.1M
Accounts
2,580
Non-Discretionary
$9.5M
Accounts
36

ContactClients

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Individual Clients
790
AUM
$193.7M
HNW Individual Clients
126
AUM
$261.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
6
AUM
$9.6M
Corporation or Business Clients
5
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAKYLAMDMSNCOHPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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