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
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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
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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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
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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 | -- |
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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% |