Assets Under Management
$494.4M
Number of Clients
1,119
Number of Advisors
23
Average Client AUM
$442K
AUM per Advisor
$21.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trust Advisory Group, LTD provides advisory platforms and support to independent Financial Advisors. They offer discretionary asset management, non-discretionary advisory services, and financial planning to individuals, corporations, and retirement plans. They co-brand as StoneX Wealth Management.
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243