← Back to searchVisit website
AULL & MONROE
AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830 · SEC 801-35841
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $35.1M |
| High net worth individuals | 59 | $253.5M |
| Pension/profit sharing plans | 10 | $22.4M |
States served
AL, LA, MS, NE, TX
All web addresses on file
Official SEC filing: View on IAPD