Overview
Assets Under Management: $4.4 billion
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 1,160
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.77
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 20,957
Discretionary Accounts: 15,835
Non-Discretionary Accounts: 5,122
Regulatory Filings
CRD Number: 15708
Last Filing Date: 2024-10-28 00:00:00
Website: https://concoursefinancial.com