This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
About Wesban Financial Consultants, P.c.
Wesban Financial Consultants is a Birmingham, AL RIA providing one-on-one investment management and comprehensive financial planning led by President/CIO Donna Howard Gordon (25+ years experience). The firm builds asset-allocation portfolios using public funds such as mutual funds and ETFs, and supports planning needs including tax, estate, and insurance considerations. Custodies with Charles Schwab and serves retail and institutional clients, including entrepreneurs.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONNA HOWARD GORDON
Chief Compliance Officer
- CRD
- #1469265
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $60,670,000 | $120,072 |
| Total | $60,670,000 | $120,072 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing