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 since 2011. The firm’s name indicates a focus on merger-and-acquisition advisory, but FINTRX’s entry provides minimal detail about its advisory lines, client segments, or fee arrangements. The dataset classifies the firm as "Unclassified" and lists the owner type as both a domestic entity and an individual. FINTRX flags several negative attributes about the firm’s operating profile: it is not identified as a capital allocator, it is not an active ESG investor, it is not a multi-state adviser, and it is not presented as a pension consultant or related adviser. The record also indicates the adviser is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KIMBERLY MILLER

    Chief Compliance Officer and AML Compliance OfficerCRD 4175240

Contacts

3 of 4
  • BRANDON MADDOX

    PartnerCRD 6361794

  • JOEL SIKES

    Partner, Managing DirectorCRD 4371575

  • WILLIAM CARR

    Financial AdvisorCRD 4008717

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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