FINANCIAL ECONOMICS CONSULTING GROUP, INC.
Firm details
- Headquarters
- TUSCALOOSA, Alabama
- CRD number
- 117418
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.76%
- Individuals37.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Economics Consulting Group, Inc. is a privately owned corporate advisory practice that provides portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges clients via a combination of a percentage of assets under management and hourly fees. Its advisory mandate is focused on traditional investment management rather than pension consulting or capital allocation, and it does not classify itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
2 of 2STEPHEN REINHART
PresidentCRD 1460985
ROBERT MCLEOD
Vice PresidentCRD 1460653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TUSCALOOSA, AL
TUSCALOOSA
Location
TUSCALOOSA, AL
Headquartered in TUSCALOOSA, AL, in the South of the United States.
- Region
- South
- County
- TUSCALOOSA
- Address
- 2316 University Blvd
- Time zone
- CT (UTC-6)
- Office locations
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