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 $4,020,536,897 assets under management, offering retirement planning & investment advisory services to 21163 clients. The firm is staffed with 1006 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	15708
SEC#	801-56010
Assets Managed by Firm	$4,020,536,897
No. of Clients	21163
No. of Advisors	1006

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	21163	$4,020,536,897
Individuals (other than high net worth individuals)	11701	$2,911,914,052
High net worth individuals	1171	$1,076,337,933
Pension and profit sharing plans	19	$6,392,654
Charitable organizations	5	$9,930,726
Corporations or other businesses	40	$13,790,442

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	$25,621,167,078	70	20
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$15,576,353,344	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,104,824,585	57	165
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$8,102,484,548	476	55
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203	$6,097,070,330	978	39

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