Investment adviser · CRD 110531

WESBAN FINANCIAL CONSULTANTS, P.C.

Investment adviser filing (IA)

BIRMINGHAM, AL, United States · Form ADV filed Apr 27, 2012

Regulatory AUM
$40.9M
Form ADV · Item 5.F
Client accounts
341
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1800 PROVIDENCE PARK, SUITE 200
BIRMINGHAM, AL, 35242, United States

CRD 110531

Filing source

Form ADV 643498 · Apr 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.