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 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

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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

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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

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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

Intelligence for Private Wealth