WESBAN FINANCIAL CONSULTANTS, P.C.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 110531
- Website
- www.wesban.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.1%
- Individuals20.87%
- Charitable Organizations1.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wesban Financial Consultants, P.C. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Compensation is fee-based, charged as a percentage of assets under management. Wesban reports it does not act as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state or pension consulting adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
1 of 1DONNA GORDON
PresidentCRD 1469265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
SHELBY
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- SHELBY
- Address
- 1800 Providence Park
- Time zone
- CT (UTC-6)
- Office locations
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