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Mcgavock Dickinson Dunbar

VULCAN VALUE PARTNERS LLC·BIRMINGHAM, Alabama
Unclaimed Profile
THREE PROTECTIVE CENTER, BIRMINGHAM, AL 35223CRD# 4905828Firm CRD# 151190
01

About

Mcgavock Dickinson Dunbar is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with VULCAN VALUE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC
AUM
$7.9B
Regulatory assets under management
Employees
42
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4905828
Firm CRD# 151190
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mcgavock Dickinson Dunbar offer?
Mcgavock Dickinson Dunbar specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Mcgavock Dickinson Dunbar's credentials?
Mcgavock Dickinson Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mcgavock Dickinson Dunbar located?
Mcgavock Dickinson Dunbar is based in BIRMINGHAM, Alabama, working with VULCAN VALUE PARTNERS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Mcgavock Dickinson Dunbar charge for services?
Mcgavock Dickinson Dunbar's firm is compensated through percentage of aum, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VULCAN VALUE PARTNERS LLC?
VULCAN VALUE PARTNERS LLC has approximately 42 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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