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THE MCGRIFF ALLIANCE
THE MCGRIFF ALLIANCE, INC.
CRD 131477
2201 PROVIDENCE PARK, SUITE 100, BIRMINGHAM, AL, 35242, United States
Phone
205-991-4448
Fax
205-991-4496
Registration
— (—)
Source
State registered
Total AUM
$21.2M
Discretionary AUM
$21.2M
Team
0 total employees; 0 advisory reps; 17 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Commissions; SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS, SET UP FEES
Org form
Corporation
Filing date
2025-12-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersQUARTERLY NEWSLETTER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.7M |
| High net worth individuals | 5 | $11.1M |
| Investment companies | 17 | — |
| Pooled investment vehicles | 13 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD