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VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC
BIRMINGHAM, Alabama
·
9 registered advisors
·
CRD# 151190
SEC# 801-70739
0
205-803-1582
01
Firm Overview
AUM
$7.9B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at VULCAN VALUE PARTNERS LLC
9 registered advisors
Anne M. Jones
BIRMINGHAM, Alabama
CRD# 5426827
Clement Tranum Fitzpatrick
BIRMINGHAM, Alabama
CRD# 2665628
Frank Hampton Mcfadden
BIRMINGHAM, Alabama
CRD# 5725458
Gregory Adam Mcclain
BIRMINGHAM, Alabama
CRD# 4941529
James Ashley Mann
BIRMINGHAM, Alabama
CRD# 2713401
Jeffrey Thomas Stdenis
BIRMINGHAM, Alabama
CRD# 3169672
Mcgavock Dickinson Dunbar
BIRMINGHAM, Alabama
CFA
CRD# 4905828
Robert Bruce Donnellan
BIRMINGHAM, Alabama
CRD# 5725460
Stephen Wilson Simmons
BIRMINGHAM, Alabama
CRD# 3101969
05
Office Locations
BIRMINGHAM, Alabama
9 advisors
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Data sourced from SEC Form ADV filings. VULCAN VALUE PARTNERS LLC (CRD# 151190) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.