CRI M&A Advisors, LLC
Firm details
- Headquarters
- Montgomery, Alabama
- CRD number
- 154996
- Registered since
- November 10, 2011
- Website
- cricpa.com
Firm profile
FINTRXOverview
CRI M&A Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company that first registered in 2011. Publicly available records identify the owner type as a combination of a domestic entity and an individual and classify the firm as unclassified. The FINTRX snapshot discloses very limited detail about the firm’s advisory focus, client segments, fee schedules or day-to-day business activities. The profile indicates the firm is not registered as a multi-state adviser and is not listed as a capital allocator. It is also not identified as an active ESG investor. Beyond registration status and basic corporate form, the firm’s investment mandate and client-facing services are not described in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kimberly Miller
Chief Compliance Officer and AML Compliance OfficerCRD 4175240
Contacts
3 of 4
Brandon Maddox
PartnerCRD 6361794

Joel Sikes
Partner, Managing DirectorCRD 4371575
William Carr
Financial AdvisorCRD 4008717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montgomery, AL
Montgomery
Location
Montgomery, AL
Headquartered in Montgomery, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.
- Metro area
- Montgomery-Selma-Alexander City, AL
- Region
- South
- County
- Montgomery
- Address
- 7035 Halcyon Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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