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Robert Bruce Donnellan

VULCAN VALUE PARTNERS LLC·BIRMINGHAM, Alabama
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THREE PROTECTIVE CENTER, BIRMINGHAM, AL 35223CRD# 5725460Firm CRD# 151190
01

About

Robert Bruce Donnellan 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
03

Firm Overview

Firm
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC
AUM
$7.9B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at VULCAN VALUE PARTNERS LLC →
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# 5725460
Firm CRD# 151190
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Bruce Donnellan offer?
Robert Bruce Donnellan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Robert Bruce Donnellan's credentials?
Robert Bruce Donnellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bruce Donnellan located?
Robert Bruce Donnellan 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 Robert Bruce Donnellan charge for services?
Robert Bruce Donnellan'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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Other advisors in BIRMINGHAM
Justin Thomas Russell — WAVERLY ADVISORS, LLCBrian B Sullivan — REGIONS INVESTMENT MANAGEMENT, INC.Matthew David Roesch — WAVERLY ADVISORS, LLCRhett Christian Bennett — RESEED FUND MANAGER, LLCJames Samuel Fitch — BRIDGEWORTH, LLC
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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