B
CRD: 122667
Brigham JR, William H
Mobile, AL, 36609
2516891219
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-1996
- Office Locations
- 1
Office Locations
6353 Piccadilly Square Drive, Suite 2E Mobile AL
About Brigham JR, William H
Brigham JR, William H is a Mobile-based RIA. The firm has been operating for 29 years. Managing $7.0M in total assets under management, with 1 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$700.0K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Premium access reveals conviction themes in pathway alpha.
Unlock to see real insight on vital vital.
Full visibility includes strategy notes for wave bridge optima.
Premium access reveals conviction themes in zenith meridian.
Unlock to see real insight on ridge catalyst ember.
See the complete signal summary connected to zenith horizon.
See the complete signal summary connected to focus.
Premium access reveals conviction themes in summit meridian wave.
Asset Classes
Glacier
Investment Vehicles
Ridge
Services
Legacy
Owner & Executives
W
WILLIAM BRIGHAM
Director
- CRD
- #2794975
- Ownership
- 75% or more
(454) 626-6651
unison.timber@atlascapital.com
in linkedin.com/in/fusion-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,000,000
Equity - Exchange:
58.9% Cash:
41.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,623,315,225 | 58.9% |
| Cash | $3,226,116,397 | 41.1% |
| Total | $7,849,431,622 | 100.0% |