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Building 2MAYFAIR ADVISORY GROUP, LLC

Map pinBIRMINGHAM, AL
Phone(205) 395-6970
NotebookSEC #801-117219
Total AUM
$806.4M
Employees
4
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 OFFICE PARK DRIVE
SUITE 220
BIRMINGHAM
AL 35223
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(205) 395-6970

ReceiptFinancials

Total AUM
$806.4M
Accounts
1,240
Discretionary
$648.5M
Accounts
1,217
Non-Discretionary
$157.9M
Accounts
23

ContactClients

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Individual Clients
235
AUM
$87.6M
HNW Individual Clients
154
AUM
$675M
Charitable Organization Clients
6
AUM
$43.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGATN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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