Mainsail Asset Management, LLC

Mainsail Asset Management, LLC (CRD# 128373) is a financial advisory firm headquartered in Birmingham, AL. They manage $343,935,777 in 630 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2229 1st Ave. S., Suite 225, Birmingham, AL 35233
https://investprudently.com/
By the Numbers
  • Total Assets Under Management
    344
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $545,930
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AL, FL, TX

Financial Advisors at Mainsail Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Parsons, financial advisor Birmingham AL
William H. Parsons
CRD#: 4708399
2229 1st Ave. S., Suite 225, Birmingham, AL 35233

William Parsons (CRD# 4708399) is an Investment Advisor Representative working at Mainsail Asset Management, LLC in Birmingham, AL and has over 20 years of experience in the finance industry.

2
Andrew Brignac, financial advisor Birmingham AL
Andrew H. Brignac
CRD#: 6863788
2229 1st Ave. S., Suite 225, Birmingham, AL 35233

Andrew Brignac (CRD# 6863788) is an Investment Advisor Representative working at Mainsail Asset Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

3
Charles Moss, financial advisor Birmingham AL
Charles A. Moss
CRD#: 7451359
2229 1st Ave. S., Suite 225, Birmingham, AL 35233

Charles Moss (CRD# 7451359) is an Investment Advisor Representative working at Mainsail Asset Management, LLC in Birmingham, AL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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