WOMACK & ASSOCIATES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
11
Advisory reps
2

Firm details

Headquarters
HUNTSVILLE, Alabama
CRD number
136215
Fee structure
Hourly Charges, Other
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Womack & Associates, LLC operates as a limited liability company owned by an individual and is classified in the data as unclassified. The firm identifies its primary business activity as accounting and lists financial planning and educational seminars/workshops among its advisory activities. Its pricing approach includes hourly charges and other unspecified fees rather than a traditional asset-based advisory fee. The record does not indicate active ESG investing, multi-state adviser registration, pension consulting, capital-allocation activity, or affiliation with a related adviser. The year of SEC registration is not 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

Contacts

2 of 2
  • Stephanie Kingsford

    AssociateCRD 6822372

  • LORI WOMACK

    Managing MemberCRD 4603889

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HUNTSVILLE, AL

MADISON

Location

HUNTSVILLE, AL

Headquartered in HUNTSVILLE, AL, anchoring the Huntsville-Decatur, AL metro in the South.

Metro area
Huntsville-Decatur, AL
Region
South
County
MADISON
Address
4650 Whitesburg Dr SW
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth