1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OAKWORTH ASSET MANAGEMENT, LLC

Map pinBIRMINGHAM, AL
Phone205-263-4700
NotebookSEC #801-132789
Total AUM
$846.3M
Employees
20
Clients
565

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
850 SHADES CREEK PARKWAY
SUITE 200
BIRMINGHAM
AL 35209
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
205-263-4700
Other Offices
3

ReceiptFinancials

Total AUM
$846.3M
Accounts
746
Discretionary
$846.3M
Accounts
746
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
373
AUM
$171.4M
HNW Individual Clients
166
AUM
$540.2M
Corporation or Business Clients
26
AUM
$134.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMSNCNHTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account