Overview
Assets Under Management: $1.7 billion
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 200
Average Client Assets: $2 million
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: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,545
Discretionary Accounts: 3,046
Non-Discretionary Accounts: 1,499
Regulatory Filings
CRD Number: 17870
Last Filing Date: 2025-01-20 00:00:00
Website: https://nbcsecurities.com