Wesban Financial Consultants, P.C. (Birmingham)

Name: Wesban Financial Consultants, P.C.
Address: 1800 Providence Park, Suite 200, Birmingham, AL, 35242
Telephone: (205) 995-7778

Wesban Financial Consultants, P.C. is an adviser based in Birmingham. It manages $40.94 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alabama.

Wesban Financial Consultants, P.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wesban Financial Consultants, P.C: assets under management

The assets under management (AUM) of Wesban Financial Consultants, P.C. is $40.94 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wesban Financial Consultants, P.C. 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 Wesban Financial Consultants, P.C.

Donna Kay Minshew has been acting as President since 1 Jan 2000. Eric Jason Mcclain joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donna Kay Minshew	President	1 Jan 2000	75% - 100%	1469265
Donna Kay Minshew	President	1 Jan 2001	75% - 100%	1469265
Donna Howard Minshew	President/chief compliance officer	1 Jan 2001	75% - 100%	1469265
Donna Howard Gordon	President	1 Jan 2001	75% - 100%	1469265
Eric Jason Mcclain	Chief compliance officer	1 Jan 2010	Other	5500918

Based in Birmingham

The principal office where Wesban Financial Consultants, P.C. performs its advisory services is located at 1800 Providence Park, Suite 200, Birmingham, AL 35242, 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) 995-7778 or by fax (205) 995-7781. The normal business hours are 9:00-4:00 on Monday - Friday. You can find more information about the New York firm at www.wesban.com.