Overview
Assets Under Management: $344 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Frequently Asked Questions
MAINSAIL ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128373), MAINSAIL ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MAINSAIL ASSET MANAGEMENT, LLC is headquartered in BIRMINGHAM, AL.
MAINSAIL ASSET MANAGEMENT, LLC serves 83 high-net-worth clients according to their SEC filing dated April 02, 2024. View client details ↓
According to their SEC Form ADV, MAINSAIL ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MAINSAIL ASSET MANAGEMENT, LLC manages $344 million in client assets according to their SEC filing dated April 02, 2024.
According to their SEC Form ADV, MAINSAIL ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 630
Discretionary Accounts: 630
Regulatory Filings
CRD Number: 128373
Last Filing Date: 2024-04-02 00:00:00
Website: https://investprudently.com