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LEAVELL INVESTMENT MANAGEMENT, INC.
MOBILE, AL
251-433-3709
SEC #801-14752Total AUM
$3.4B
Employees
36Clients
3,028Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
210 SAINT JOSEPH STREET
MOBILE
AL 36602
United States
MOBILE
AL 36602
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Monday - Friday
Phone
251-433-3709
Other Offices
6
Financials
Total AUM
$3.4B
Accounts
3,023Discretionary
$3.2B
Accounts
2,984Non-Discretionary
$231M
Accounts
39
Clients
Individual Clients
2,314AUM
$474.5M
HNW Individual Clients
536AUM
$1.9B
Banking Clients
1AUM
$0
Investment Company Clients
2AUM
$185.2M
Pension/Profit Sharing Plan Clients
43AUM
$226.9M
Charitable Organization Clients
22AUM
$133.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
72AUM
$258.5M
Other Clients
34AUM
$230.8M
Description of Other Clients
CONSULTING ACCOUNTS (RETIREMENT PLANS)
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
EDUCATION TO PARTICIPANTS OF CONSULTING AND ADVISED RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCACOFLGALAMSNCNYSCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.