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 a limited liability company that first registered with the SEC in 2011. FINTRX classifies the firm as unclassified and indicates its ownership involves both a domestic entity and an individual. The firm does not identify as a capital allocator, does not report active ESG investment activity, and is not recorded as a pension consultant or related adviser. Several standard fields in the FINTRX snapshot — including stated advisory activities and fee structure — are not populated in the dataset.
Assets & Accounts
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 4William Carr
Financial AdvisorCRD 4008717
Joel Sikes
Partner, Managing DirectorCRD 4371575
Brandon Maddox
PartnerCRD 6361794
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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