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Building 2AULL & MONROE

Map pinMOBILE, AL
Phone(251) 342-3339
NotebookSEC #801-35841
Total AUM
$323.2M
Employees
5
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3658 COLLEGE LN S
MOBILE
AL 36608
United States
Operating Hours
8:30AM- 4:00PM
Monday - Friday
Phone
(251) 342-3339

ReceiptFinancials

Total AUM
$323.2M
Accounts
417
Discretionary
$323.2M
Accounts
417
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
121
AUM
$35.1M
HNW Individual Clients
59
AUM
$253.5M
Pension/Profit Sharing Plan Clients
10
AUM
$22.4M
Charitable Organization Clients
1
AUM
$207.3K
Corporation or Business Clients
1
AUM
$11.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLAMSNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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