James
Mann
Vulcan Value Partners LLC
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About this Advisor
James Mann is a financial advisor working in Birmingham, Alabama with a total of 1 year of industry experience. Mann is on the advisory team at Vulcan Value Partners LLC. Throughout their career, they have worked at Bbva Securities Inc, Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc, Vulcan Value Partners, Inc, Investment Distributors, Inc/Protective Life, Private Client Services, Rfg Advisory, LLC and Alps Distributors, Inc. Mann has Series 66 and Series 63 licenses, certifying them as a securities broker, and is registered to serve investors in Alabama and Texas. Vulcan Value Partners LLC is a financial advisory business based out of Birmingham, AL. It manages $8 billion in total assets among its 476 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 121 charitable organizations. Of its 476 accounts, 60% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the financial services provided. Fee types charged by Vulcan Value Partners LLC can include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vulcan Value Partners LLC Brokerage Details
$8,102,484,548
55
476
$17,022,026
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
James Mann Work History
James has been registered as a financial advisor for 1 years.*
Vulcan Value Partners, Inc
Alps Distributors, Inc
Private Client Services
Rfg Advisory, LLC
Investment Distributors, Inc/Protective Life
Bbva Compass Insurance Agency, Inc
Bbva Securities Inc
Bbva Compass Investment Solutions, Inc
Compass Bank
Bbva Wealth Solutions Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Mann 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
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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