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Building 2FINANCIAL CONCEPTS

Map pinCOLUMBUS, MS
Phone662-327-1480
NotebookSEC #801-72394
Total AUM
$1.1B
Employees
19
Clients
2,537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2980 NORTH FRONTAGE ROAD
COLUMBUS
MS 39701
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
662-327-1480

ReceiptFinancials

Total AUM
$1.1B
Accounts
5,235
Discretionary
$1.1B
Accounts
5,235
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,208
AUM
$439.2M
HNW Individual Clients
310
AUM
$612.4M
Pension/Profit Sharing Plan Clients
15
AUM
$35.8M
Charitable Organization Clients
4
AUM
$770K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCAFLGAILLAMOMSNCNENHOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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