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Building 2FAIRVOY PRIVATE WEALTH, LLC

Map pinBIRMINGHAM, AL
Phone(205)578-6250
NotebookSEC #801-129698
Total AUM
$605.1M
Employees
8
Clients
467

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE PERIMETER PARK SOUTH
SUITE 300 S
BIRMINGHAM
AL 35243
United States
Operating Hours
8-4
Monday - Friday
Phone
(205)578-6250

ReceiptFinancials

Total AUM
$605.1M
Accounts
1,269
Discretionary
$605.1M
Accounts
1,269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
278
AUM
$103.5M
HNW Individual Clients
185
AUM
$493.5M
Pension/Profit Sharing Plan Clients
2
AUM
$5.5M
Corporation or Business Clients
2
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMSNCNHNYSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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