OAKWORTH ASSET MANAGEMENT, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 335388). Regulatory assets under management: $846.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jason C Pokrzywinski | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | — |
| John Byrd Norris | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | — |
| Michelle E. Smith | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MOBILE | AL | 2 | 205.263.4700 |
| MOBILE | AL | 2 | 205.263.4700 |
| CHARLOTTE | NC | 1 | 704.901.7250 |
| BRENTWOOD | TN | 1 | 615.760.1000 |
| CHARLOTTE | NC | 1 | 704.901.7250 |
| BRENTWOOD | TN | 1 | 615.760.1000 |