VULCAN VALUE PARTNERS LLC

Three Protective Center
2801 Highway 280 South, Ste 300
Birmingham, Alabama 35223
Tel: 205-803-1582

About VULCAN VALUE PARTNERS LLC

VULCAN VALUE PARTNERS LLC, formally registered with the SEC as VULCAN VALUE PARTNERS LLC. The firm was established in 11/05/2009. They have over 1 offices throughout the country.

VULCAN VALUE PARTNERS LLC is a Birmingham, Alabama based Financial Planning firm with nearly $8,102,484,548 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151190
SEC#	801-70739
Assets Managed by Firm	$8,102,484,548
No. of Clients	476
No. of Advisors	55

Fee Structure

A Percentage of AUM
Performance Based
Other(A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$8,102,484,548
High net worth individuals	286	$853,447,354
Pension and profit sharing plans	28	$1,358,754,969
Charitable organizations	121	$2,365,729,691
Other investment advisers	4	$875,698,878
Corporations or other businesses	16	$205,815,863

Inquire with VULCAN VALUE PARTNERS LLC

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