TRUST ADVISORY GROUP LTD

2 Perimeter Park South
Suite 500 West
Birmingham, Alabama 35243
Tel: 800-292-2411

About TRUST ADVISORY GROUP LTD

TRUST ADVISORY GROUP LTD, formally registered with the SEC as TRUST ADVISORY GROUP LTD. The firm was established in 07/25/1994. They have over 41 offices throughout the country.

TRUST ADVISORY GROUP LTD is a Birmingham, Alabama based Financial Planning firm with nearly $560,370,155 assets under management, offering retirement planning & investment advisory services to 2056 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106926
SEC#	801-46919
Assets Managed by Firm	$560,370,155
No. of Clients	2056
No. of Advisors	43

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2056	$560,370,155
Individuals (other than high net worth individuals)	1958	$296,105,957
High net worth individuals	87	$170,877,063
Pension and profit sharing plans	10	$18,697,498

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	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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