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Building 2COLARION

Map pinMOUNTAIN BROOK, AL
Phone205 410 9443
NotebookSEC #801-129369
Total AUM
$188.3M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2914 CAHABA VILLAGE PLACE
MOUNTAIN BROOK
AL 35243
United States
Operating Hours
8:00 TO 6:00
Monday - Friday
Phone
205 410 9443
Other Offices
1

ReceiptFinancials

Total AUM
$188.3M
Accounts
148
Discretionary
$185.6M
Accounts
141
Non-Discretionary
$2.7M
Accounts
7

ContactClients

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Individual Clients
41
AUM
$10.5M
HNW Individual Clients
54
AUM
$149M
Pooled Vehicle Clients
1
AUM
$8.2M
Charitable Organization Clients
1
AUM
$15.7M
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLNCNYSC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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