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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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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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