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FINANCIAL CONCEPTS
GIRAFFES, INC.
CRD 157616 · SEC 801-72394
2980 NORTH FRONTAGE ROAD, COLUMBUS, MS, 39701, United States
Phone
662-327-1480
Fax
662-327-9607
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$1.09B
Team
19 total employees; 3 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2208 | $439.2M |
| High net worth individuals | 310 | $612.4M |
| Pension/profit sharing plans | 15 | $35.8M |
| Charitable organizations | 4 | $770K |
States served
AL, AK, AR, CA, GA, IL, LA, MS, NE, NC, OH, PA, SC, TN, VA, MO, TX, NH, FL
All web addresses on file
- https://open.spotify.com/show/5Vnmfbjp2TACnyElsEQggx
- https://www.tiktok.com/@scottfinancialplanner
- https://www.instagram.com/financialconceptsms/
- https://www.facebook.com/financialconceptsms
- https://www.fincon.net
- https://www.linkedin.com/company/financial-concepts---mississippi/
- https://www.youtube.com/@financialconcepts6026
Official SEC filing: View on IAPD