ASSET MANAGEMENT SERVICES LLP
Total AUM
$190M
Employees
3Clients
239Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2205 CAHABA VALLEY DRIVE
SUITE 200
BIRMINGHAM
AL 35242
United States
SUITE 200
BIRMINGHAM
AL 35242
United States
Operating Hours
8 A.M.- 5 P.M.
Monday - Friday
Monday - Friday
Phone
205-408-9596
Financials
Total AUM
$190M
Accounts
333Discretionary
$190M
Accounts
333Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
184AUM
$23.1M
HNW Individual Clients
22AUM
$33.6M
Pension/Profit Sharing Plan Clients
33AUM
$133.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AL
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.