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Building 2REGIONS MORGAN KEEGAN TRUST, F.S.B.

Map pinBIRMINGHAM, AL
Phone(205) 326-7825
NotebookSEC #801-57421
Total AUM
$1.6B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 NORTH 20TH STREET
BIRMINGHAM
AL 35203
USA
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
(205) 326-7825

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,828
Discretionary
$798.9M
Accounts
1,163
Non-Discretionary
$780M
Accounts
665

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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