Founders M&A Advisory, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
269926
Registered since
March 24, 2016

Firm profile

FINTRX

Overview

Founders M&A Advisory, LLC is organized as a limited liability company and is classified as an investment bank. The firm appears to focus on M&A-related advisory services (its name implies a transactional advisory specialty) and was registered with the SEC in 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm does not report acting as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing details about fee schedules, specific advisory activities, or client segments were not provided in the source dataset.

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
  • Eric Cates

    Eric Cates

    Chief Financial OfficerCRD 6394899

Contacts

3 of 19
  • Enrique Alvarez

    Enrique Alvarez

    FinOpCRD 4622342

  • Richard Frymire

    Richard Frymire

    Vice PresidentCRD 6534749

  • Madison Davis

    Madison Davis

    DirectorCRD 6669904

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
2400 5th Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth