3605 Springhill Business Park
Suite A
Mobile, Alabama 36608
Tel: (251) 342-3339
AULL & MONROE, formally registered with the SEC as AULL & MONROE. The firm was established in 02/16/1990. They have over 1 offices throughout the country.
AULL & MONROE is a Mobile, Alabama based Financial Planning firm with nearly $329,663,610 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104830 |
SEC# | 801-35841 |
Assets Managed by Firm | $329,663,610 |
No. of Clients | 454 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 454 | $329,663,610 |
Individuals (other than high net worth individuals) | 122 | $40,950,626 |
High net worth individuals | 65 | $255,478,232 |
Pension and profit sharing plans | 14 | $23,711,935 |
Charitable organizations | Fewer than 5 clients | $175,244 |
Corporations or other businesses | Fewer than 5 clients | $9,347,573 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$14,539,829,905 | 22135 | 261 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
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