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AULL & MONROE
3605 Springhill Business Park
Suite A
Mobile, Alabama 36608
Tel: (251) 342-3339
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 Status | Approved |
|---|---|
| Firm CRD# | 104830 |
| SEC# | 801-35841 |
| Assets Managed by Firm | $329,663,610 |
| No. of Clients | 454 |
| No. of Advisors | 5 |
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 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 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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