Warren, Averett, Kimbrough And Marino Wealth Management, LLC (Birmingham)

Warren, Averett, Kimbrough And Marino Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Warren, Averett, Kimbrough And Marino Wealth Management: assets under management

The assets under management (AUM) of Warren, Averett, Kimbrough And Marino Wealth Management, LLC is $864.66 million. The firm's AUM has grown by 508% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $510.37 million in discretionary accounts and $354.29 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $514.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.04 million.

Warren, Averett, Kimbrough And Marino Wealth Management has custody of $82.28 million in cash and securities for 73 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Warren, Averett, Kimbrough And Marino Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Birmingham

The principal office where Warren, Averett, Kimbrough And Marino Wealth Management, LLC performs its advisory services is located at 2500 Acton Road, Birmingham, AL 35243, 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 205-979-4100 or by fax 205-271-0346. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wakmfinancialadvisors.com.

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