Clement
Fitzpatrick

Vulcan Value Partners LLC

CRD#2665628
Investment Advisor
in Birmingham, AL

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About this Advisor

Clement Fitzpatrick is a financial advisor based in Birmingham, Alabama, working with Vulcan Value Partners LLC. Clement has previously held a position at Vulcan Value Partners, LLC. Clement has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Clement is part of Vulcan Value Partners LLC, which operates out of Birmingham, Alabama. The firm has 42 employees and manages assets totaling $7.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Vulcan Value Partners LLC includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

Three Protective Center 2801 Highway 280 South, Ste 300
Birmingham, AL 35223

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Vulcan Value Partners LLC Brokerage Details

Total Assets Under Management

$7,878,130,018

AL Average: $1,620,585,161
Total Number of Employees

42

AL Average: 52
Total Number of Accounts

367

AL Average: 1,560
Average Account Size

$21,466,294

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Clement Fitzpatrick Work History

2007 - Present (17 years)

Vulcan Value Partners, LLC

Disclosures

Please visit the SEC profile of Clement Fitzpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vulcan Value Partners LLC

Kelly Meadows
Birmingham, AL
Taylor Cline
Birmingham, AL
Stephen Simmons
Birmingham, AL
Brad Headley
Birmingham, AL
Santiago Hechart
Birmingham, AL
James Mann
Birmingham, AL
Christopher Pickul
Birmingham, AL
Jeffrey Stdenis
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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