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AULL & MONROE

3605 Springhill Business Park
Suite A
Mobile, Alabama 36608
Tel: (251) 342-3339

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About AULL & MONROE

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.

Firm Information

SEC Current StatusApproved
Firm CRD#104830
SEC#801-35841
Assets Managed by Firm$329,663,610
No. of Clients454
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total454$329,663,610
Individuals (other than high net worth individuals)122$40,950,626
High net worth individuals65$255,478,232
Pension and profit sharing plans14$23,711,935
Charitable organizationsFewer than 5 clients$175,244
Corporations or other businessesFewer than 5 clients$9,347,573

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