Mainsail Asset Management, LLC

Mainsail Asset Management, LLC (CRD# 128373) is a financial advisory firm headquartered in Birmingham, AL. They manage $109,000,000 in 404 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $269,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MA

Financial Advisors at Mainsail Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William H. Parsons
CRD#: 4708399
530 32nd Street South, Birmingham, AL 35233
93
Wealthminder
score

William Parsons (CRD# 4708399) is an Investment Advisor Representative working at Mainsail Asset Management, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.

2
John F. Powell
CRD#: 5653768
530 32nd Street South, Birmingham, AL 35233
93
Wealthminder
score

John Powell (CRD# 5653768) is an Investment Advisor Representative working at Mainsail Asset Management, LLC in Birmingham, AL and has over 7 years of experience in the finance industry.

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