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MAYFAIR ADVISORY GROUP, LLC

110 Office Park Drive
Suite 220
Birmingham, Alabama 35223
Tel: (205) 395-6970

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About MAYFAIR ADVISORY GROUP, LLC

MAYFAIR ADVISORY GROUP, LLC, formally registered with the SEC as MAYFAIR ADVISORY GROUP, LLC. The firm was established in 08/20/2019. They have over 1 offices throughout the country.

MAYFAIR ADVISORY GROUP, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $718,448,245 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304668
SEC#801-117219
Assets Managed by Firm$718,448,245
No. of Clients386
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total386$718,448,245
Individuals (other than high net worth individuals)244$90,769,614
High net worth individuals136$589,383,329
Charitable organizations6$38,295,302

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STONEGATE INVESTMENT GROUP, LLC
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