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WESBAN FINANCIAL CONSULTANTS, P.C.
CRD 110531 · SEC 801-60181
1800 PROVIDENCE PARK, SUITE 200, BIRMINGHAM, AL, 35242, United States
Phone
(205) 995-7778
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 100 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $12.7M |
| High net worth individuals | 32 | $47.4M |
| Charitable organizations | 1 | $622K |
All web addresses on file
Official SEC filing: View on IAPD