THE MCGRIFF ALLIANCE

RIASEC Registered

Total AUM

$21.2M

Discretionary

$21.2M

100% of AUM

Avg account

$966K

Accounts

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 131477
Website: www.themcgriffalliance.com
Custodians: ALTRUIST, FIDELITY DISTRIBUTORS COMPANY LLC, NATIONWIDE SECURITIES, LLC, GOLDMAN SACHS & CO. LLC, FOCUSPOINT
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Other
Client types: HNWI52.17%
Pooled Investment Vehicles39.65%
Individuals8.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

The Mcgriff Alliance operates as an independent registered investment advisor (RIA) and is classified as a corporation. The firm provides a variety of financial services, including financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. The firm also engages in the selection of other advisers, indicating a broad approach to investment management. The client base is diverse, encompassing both individual and family clients as well as institutional investors. The firm operates under a fee structure that includes a percentage of assets under management (AUM), fixed fees, commissions, and other arrangements. Additionally, The Mcgriff Alliance functions as an insurance broker, adding another layer to its service offerings.