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 organized as a limited liability company and has been SEC-registered since 2011. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The dataset does not include descriptions of the firm’s advisory activities, fee structure, or client segments. The record flags several negative attributes: the firm is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. The firm’s name suggests an M&A focus, but no FINTRX-supplied details on business activities or services were provided.
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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