Financial Economics Consulting Group, Inc.
Firm details
- Headquarters
- Tuscaloosa, Alabama
- CRD number
- 117418
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.76%
- Individuals37.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Economics Consulting Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm advises individual and family clients and provides portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
2 of 2Stephen Reinhart
PresidentCRD 1460985
Robert Mcleod
Vice PresidentCRD 1460653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tuscaloosa, AL
Tuscaloosa
Location
Tuscaloosa, AL
Headquartered in Tuscaloosa, AL, in the South of the United States.
- Region
- South
- County
- Tuscaloosa
- Address
- 2316 University Blvd
- Time zone
- CT (UTC-6)
- Office locations
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