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Building 2MAINSAIL ASSET MANAGEMENT, LLC

Map pinBIRMINGHAM, AL
Phone205-536-7776
NotebookSEC #801-67485
Total AUM
$598.8M
Employees
7
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2229 1ST AVE. S.
SUITE 225
BIRMINGHAM
AL 35233
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
205-536-7776
Other Offices
1

ReceiptFinancials

Total AUM
$598.8M
Accounts
889
Discretionary
$411.8M
Accounts
858
Non-Discretionary
$187M
Accounts
31

ContactClients

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Individual Clients
51
AUM
$23.5M
HNW Individual Clients
91
AUM
$348.6M
Pooled Vehicle Clients
5
AUM
$133.7M
Pension/Profit Sharing Plan Clients
5
AUM
$8.7M
Charitable Organization Clients
12
AUM
$4.3M
Corporation or Business Clients
24
AUM
$80.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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