F
$82.3M Total AUM
$74.3M Disc. AUM
-- 3Y CAGR
3 Employees
144 ADV. Clients
35 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-1991
- Office Locations
- 1
Office Locations
2316 University Blvd. Suite 201 Tuscaloosa AL
About Financial Economics Consulting Group, Inc.
Financial Economics Consulting Group, Inc. is a Tuscaloosa-based RIA. The firm has been operating for 35 years. Managing $82.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
71 AVG AGE
$41.1M AVG AUM / ADVISOR
$571.3K AVG AUM / CLIENT
35.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT WESLEY MCLEOD
Chief Financial Officer, Secretary, TREASURER
- CRD
- #1460653
- Ownership
- 50% but less than 75%
Available
Available
Available
STEPHEN WAYNE REINHART
Chief Compliance Officer, Owner, President
- CRD
- #1460985
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,294,318 | $237,757 |
| Non-Discretionary | $7,978,133 | $44,573 |
| Total | $82,272,451 | $175,396 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing