Morgan Keegan Trust Company, F.S.B. (Birmingham)

Name: Morgan Keegan Trust Company, F.S.B.
Address: 417 North 20 Th Street, Birmingham, AL, 35203
Telephone: (205) 326-7825

Morgan Keegan Trust Company, F.S.B. is a large advisory firm based in Birmingham. It manages $905.51 million of regulatory assets for 1,112 client accounts. It has been registered with the SEC as an adviser since 2001.

Morgan Keegan Trust Company, F.S.B provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Keegan Trust Company, F.S.B: assets under management

The assets under management (AUM) of Morgan Keegan Trust Company, F.S.B. is $905.51 million. The firm's AUM has grown by 118% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $406.62 million in discretionary accounts and $498.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $495.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.71 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan Keegan Trust Company, F.S.B. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan Keegan Trust Company, F.S.B.

Mark Allen Lee has been acting as President since 1 Apr 2000. James Kenneth Alderman joined the executive team most recently as the Chairman And President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Allen Lee	Director	1 Apr 2000	Other	1013986
Charles Darryl Maxwell	Asst. secretary & asst. treasurer	1 Apr 2000	Other	1492875
Walter Allwein Ruch	Chairman / director	1 Apr 2000	Other	2761014
Joseph Clement Weller	Secretary / treasurer / director	1 Apr 2000	Other	462863
James Rogers Hall	Director	1 Apr 2000	Other	4392730
Brooke Ann Morrow	Director	1 Apr 2000	Other	1753053
Rufus Wilson Orr	Director	1 Apr 2000	Other	4392732
William Frederick Jr Speakman	Executive vice president	1 Apr 2000	Other	2719609
John Hilliard Pettey	President / director	1 Jun 2000	Other	1469162
Inc. Mk Holding	Direct owner / holding company	1 Mar 2001	75% - 100%	00-0000000
Allen Benners Morgan	Shareholder of regions financial corp.	1 Mar 2001	Other	602961
James Kenneth Alderman	Chairman and president	1 Feb 2003	Other	4394395
John Hilliard Pettey	President - central region	1 Feb 2003	Other	1469162
Steve Ellis	President - eastern region	1 Feb 2003	Other	4650761
Mark Milton	President - western region	1 Feb 2003	Other	4650763
Ben Lanham	Executive vice president	1 Feb 2003	Other	4650766
Wimberly Miree	Executive vice president	1 Feb 2003	Other	4650767
Carter Eugene Anthony	President	1 Feb 2003	Other	719850
James Meigs	Treasurer	1 Feb 2003	Other	4650769
Sam Whichard	Executive vice president	1 Feb 2003	Other	4650770
Thomas Lawrence Thompson	Secretary	1 Feb 2003	Other	2854639

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Regions Financial Corporation	Indirect owner	1 Mar 2001	75% - 100%	63-0371391

Based in Birmingham

The principal office where Morgan Keegan Trust Company, F.S.B. performs its advisory services is located at 417 North 20 Th Street, Birmingham, AL 35203, which is also the mailing address of the firm. An additional office of the firm is in Memphis, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (205) 326-7825 or by fax (205) 326-7767. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.morgankeegan.com.