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Stephen Wilson Simmons

VULCAN VALUE PARTNERS LLC·BIRMINGHAM, Alabama
Unclaimed Profile
THREE PROTECTIVE CENTER, BIRMINGHAM, AL 35223CRD# 3101969Firm CRD# 151190
01

About

Stephen Wilson Simmons 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# 3101969
Firm CRD# 151190
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Wilson Simmons offer?
Stephen Wilson Simmons specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Stephen Wilson Simmons's credentials?
Stephen Wilson Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Wilson Simmons located?
Stephen Wilson Simmons 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 Stephen Wilson Simmons charge for services?
Stephen Wilson Simmons'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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