Financial Economics Consulting Group, Inc. (Tuscaloosa)

Name: Financial Economics Consulting Group, Inc.
Address: 2316 University Blvd., Tuscaloosa, AL, 35401
Telephone: 205-345-0934

Financial Economics Consulting Group, Inc. is an adviser based in Tuscaloosa. It manages $49.99 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Florida, Georgia, and Mississippi.

Financial Economics Consulting Group provides financial planning services, portfolio management for individuals and small businesses, and consulting, valuation and expert services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Economics Consulting Group: assets under management

The assets under management (AUM) of Financial Economics Consulting Group, Inc. is $49.99 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.89 million in discretionary accounts and $4.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $237.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $44.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Economics Consulting Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Economics Consulting Group, Inc.

Stephen Wayne Reinhart has been acting as President since 1 Aug 1986. Deborah Plummer Mcleod joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Wesley Mcleod	Vice-pres/secretary/treasurer	1 Aug 1986	50% - 75%	1460653
Stephen Wayne Reinhart	President	1 Aug 1986	50% - 75%	1460985
Deborah Plummer Mcleod	Chief compliance officer	1 Feb 2004	Other	5034244

Based in Tuscaloosa

The principal office where Financial Economics Consulting Group, Inc. performs its advisory services is located at 2316 University Blvd., Tuscaloosa, AL 35401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-345-0934 or by fax 205-391-0927. The normal business hours are 8 am to 5 pm, by appointment only on Monday - Friday. You can find more information about the New York firm at www.fecg.com.