The Mcgriff Alliance

RIAState Registered

Total AUM

$14.2M

Discretionary

$14.2M

100% of AUM

Avg account

$568K

Accounts

Employees

42,888,630

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 131477
Website: www.themcgriffalliance.com
Custodians: ALTRUIST, FIDELITY DISTRIBUTORS COMPANY LLC, NATIONWIDE SECURITIES, LLC, FOCUSPOINT
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Other
Client types: HNWI59.41%
Pooled Investment Vehicles30.18%
Individuals10.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

The Mcgriff Alliance is an independent, corporate-structured registered adviser that operates under individual ownership and serves both high-net-worth individuals/families and institutional clients. It is state-registered in Alabama and Georgia and combines advisory services with insurance brokerage activity. The firm charges a mix of percentage-of-AUM fees, fixed fees, commissions and other fee arrangements, and provides financial planning, direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Its regulatory filings and business activity disclosures also list roles as accountant/sponsor and as a general partner/managing member in pooled vehicles.