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Building 2REGIONS BANK

Map pinBIRMINGHAM, AL
Phone205-326-7248
NotebookSEC #801-60248
Total AUM
$20.3B
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, SUITE 1220
BIRMINGHAM
AL 35203
USA
Operating Hours
8:00AM - 5:00 PM CENTRAL
Monday - Friday
Phone
205-326-7248

ReceiptFinancials

Total AUM
$20.3B
Accounts
17,418
Discretionary
$8.5B
Accounts
8,183
Non-Discretionary
$11.8B
Accounts
9,235

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
TRUST DEPARTMENT WILL COMPENSATE ADVISER DEPARTMENT FOR SERVICES

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 0 other businesses.

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