MAYFAIR ADVISORY GROUP, LLC

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

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 Status	Approved
Firm CRD#	304668
SEC#	801-117219
Assets Managed by Firm	$718,448,245
No. of Clients	386
No. of Advisors	4

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 Clients	AUM
Firm Total	386	$718,448,245
Individuals (other than high net worth individuals)	244	$90,769,614
High net worth individuals	136	$589,383,329
Charitable organizations	6	$38,295,302

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