T
$21.2M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
0 Employees
64 ADV. Clients
31 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · Folio Investments · Goldman Sachs · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-1995
- Office Locations
- 2
Office Locations
111-D Thornton Street Gorham's Bluff Pisgah AL
2201 Providence Park Suite 100 Birmingham AL
About THE Mcgriff Alliance
The McGriff Alliance is an Alabama-based advisory firm providing financial planning and investment management for individuals and families, with a strong emphasis on debt-reduction planning through a written “roadmap” designed to help clients become debt-free in 9 years or less. Portfolios use active asset allocation across ETFs and fixed income, and the firm custodies on platforms including Fidelity/NFS and Altruist.
Team overview
64 AVG AGE
-- AVG AUM / ADVISOR
$331.9K AVG AUM / CLIENT
21.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOEL CONRAD MCGRIFF
Chief Compliance Officer, President
- CRD
- #1189473
- Ownership
- 75% or more
Available
Available
Available
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BILLY WESS MCGRIFF
President
- CRD
- #2036431
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,244,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,244,084 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Other:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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