Amsouth Asset Management, Inc. is a large advisory firm based in Birmingham. It manages $4.44 billion of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 5 other states.
Amsouth Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Amsouth Asset Management, Inc. is $4.44 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Amsouth Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Geoffrey Andrew Vonkuhn has been acting as President since 1 Jan 2002. Regions Financial Corporation joined the executive team most recently as the Holding Company.
The principal office where Amsouth Asset Management, Inc. performs its advisory services is located at 1901 6 Th Avenue North, Birmingham, AL 35203, which is also the mailing address of the firm. An additional office of the firm is in Clearwater, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 205-264-4230 or by fax 205-326-5488. The normal business hours are 8:00am to 5:00pm (central) on Monday - Friday.