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 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
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 1KIMBERLY MILLER
Chief Compliance Officer and AML Compliance OfficerCRD 4175240
Contacts
3 of 4BRANDON MADDOX
PartnerCRD 6361794
JOEL SIKES
Partner, Managing DirectorCRD 4371575
WILLIAM CARR
Financial AdvisorCRD 4008717
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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