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Building 2CONCOURSE FINANCIAL GROUP ADVISORS

Map pinBIRMINGHAM, AL
Phone800-288-3035
NotebookSEC #801-56010
Total AUM
$4.4B
Employees
885
Clients
12,815

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
2801 HIGHWAY 280 SOUTH
BIRMINGHAM
AL 35223
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
800-288-3035
Other Offices
245

ReceiptFinancials

Total AUM
$4.4B
Accounts
20,957
Discretionary
$3B
Accounts
15,835
Non-Discretionary
$1.4B
Accounts
5,122

ContactClients

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Individual Clients
11,586
AUM
$3.2B
HNW Individual Clients
1,160
AUM
$1.2B
Investment Company Clients
5
AUM
$2.4M
Pension/Profit Sharing Plan Clients
19
AUM
$7M
Charitable Organization Clients
5
AUM
$10.8M
Corporation or Business Clients
40
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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