Top financial advisors in Mountain Brook, AL
We’ve curated a list of the best financial advisors in Mountain Brook, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$6,910,801
Number of advisors
2 advisors
| $6,910,801 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mountain Brook, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mountain Brook. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Greer Capital Advisors, LLC
Greer Capital Advisors, LLC is a financial advisory firm based in Mountain Brook, Alabama. It currently has approximately $6,910,801 of assets under management and employs about 2 people. Greer Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and fee-based consulting.
$6,910,801 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
FEE-BASED CONSULTING
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mountain Brook, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mountain Brook. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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