FINANCIAL CONCEPTS

1121 Second Ave N
Columbus, Mississippi 39701
Tel: 662-327-1480

About FINANCIAL CONCEPTS

FINANCIAL CONCEPTS, formally registered with the SEC as FINANCIAL CONCEPTS. The firm was established in 05/27/2011. They have over 1 offices throughout the country.

FINANCIAL CONCEPTS is a Columbus, Mississippi based Financial Planning firm with nearly $890,016,414 assets under management, offering retirement planning & investment advisory services to 5341 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157616
SEC#	801-72394
Assets Managed by Firm	$890,016,414
No. of Clients	5341
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	5341	$890,016,414
Individuals (other than high net worth individuals)	2974	$478,771,934
High net worth individuals	223	$385,634,169
Pension and profit sharing plans	14	$25,508,528
Charitable organizations	1	$101,783

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