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AULL & MONROE

AULL & MONROE INVESTMENT MANAGEMENT CORP

CRD 104830 · SEC 801-35841

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3658 COLLEGE LN S, MOBILE, AL, 36608, United States

Phone

(251) 342-3339

Fax

(251) 342-3113

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$323.2M

Discretionary AUM

$323.2M

Team

5 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals121$35.1M
High net worth individuals59$253.5M
Pension/profit sharing plans10$22.4M

States served

AL, LA, MS, NE, TX

All web addresses on file

Official SEC filing: View on IAPD