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Building 2ONEASCENT FAMILY OFFICES

Map pinBIRMINGHAM, AL
Phone(205) 313-9142
NotebookSEC #801-126924
Total AUM
$544.5M
Employees
14
Clients
81

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
8:00 AM - 5:00PM
Monday - Friday
Phone
(205) 313-9142
Other Offices
8

ReceiptFinancials

Total AUM
$544.5M
Accounts
292
Discretionary
$510.1M
Accounts
288
Non-Discretionary
$34.4M
Accounts
4

ContactClients

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Individual Clients
43
AUM
$13.6M
HNW Individual Clients
35
AUM
$232.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$291.2M
Corporation or Business Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLNYOHSCTX

HandshakeAffiliates

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

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