CRI M&A Advisors, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Montgomery, Alabama
CRD number
154996
Registered since
November 10, 2011
Website
cricpa.com

Firm profile

FINTRX

Overview

CRI M&A Advisors, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2011). The firm is owned by a mix of a domestic entity and an individual according to the available record. The snapshot classifies the firm as "Unclassified" and the profile indicates CRI M&A Advisors does not operate as a capital allocator. The available data does not list client segments, fee structure, or the firm's specific advisory activities. The record also marks the firm as not active on ESG investing, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. No additional detail about business lines, investment focus, or affiliations was provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kimberly Miller

    Kimberly Miller

    Chief Compliance Officer and AML Compliance OfficerCRD 4175240

Contacts

3 of 4
  • Brandon Maddox

    Brandon Maddox

    PartnerCRD 6361794

  • Joel Sikes

    Joel Sikes

    Partner, Managing DirectorCRD 4371575

  • William Carr

    Financial AdvisorCRD 4008717

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

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