CONCOURSE FINANCIAL GROUP ADVISORS

2801 Highway 280 South
Birmingham, Alabama 35223
Tel: 800-288-3035

About CONCOURSE FINANCIAL GROUP ADVISORS

CONCOURSE FINANCIAL GROUP ADVISORS, formally registered with the SEC as CONCOURSE FINANCIAL GROUP ADVISORS. The firm was established in 11/20/1998. They have over 246 offices throughout the country.

CONCOURSE FINANCIAL GROUP ADVISORS is a Birmingham, Alabama based Financial Planning firm with nearly $4,373,015,542 assets under management, offering retirement planning & investment advisory services to 20957 clients. The firm is staffed with 885 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	15708
SEC#	801-56010
Assets Managed by Firm	$4,373,015,542
No. of Clients	20957
No. of Advisors	885

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	20957	$4,373,015,542
Individuals (other than high net worth individuals)	11586	$3,167,200,236
High net worth individuals	1160	$1,170,699,991
Pension and profit sharing plans	19	$6,953,095
Charitable organizations	5	$10,801,348
Corporations or other businesses	40	$14,999,444

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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