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 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

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

    Kimberly Miller

    Chief Compliance Officer and AML Compliance OfficerCRD 4175240

Contacts

3 of 4
  • William Carr

    Financial AdvisorCRD 4008717

  • Joel Sikes

    Joel Sikes

    Partner, Managing DirectorCRD 4371575

  • Brandon Maddox

    Brandon Maddox

    PartnerCRD 6361794

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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