Aull & Monroe

Aull & Monroe (CRD# 104830) is a financial advisory firm headquartered in Mobile, AL. They manage $252,079,318 in 514 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    252
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $490,427
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, MS, TX, VT

Financial Advisors at Aull & Monroe
Showing 1 - 5 of 5 top financial advisors.
1
James P. Aull
CRD#: 2245495
3605 Springhill Business Pk, Suite A, Mobile, AL 36608
93
Wealthminder
score

James Aull (CRD# 2245495) is an Investment Advisor Representative working at Aull & Monroe in Mobile, AL and has over 24 years of experience in the finance industry.

2
William L. Heiter
CRD#: 4713809
3605 Springhill Business Pk, Suite A, Mobile, AL 36608
93
Wealthminder
score

William Heiter (CRD# 4713809) is an Investment Advisor Representative working at Aull & Monroe in Mobile, AL and has over 13 years of experience in the finance industry.

3
William E. Monroe
CRD#: 2185266
3605 Springhill Business Pk, Suite A, Mobile, AL 36608
93
Wealthminder
score

William Monroe (CRD# 2185266) is an Investment Advisor Representative working at Aull & Monroe in Mobile, AL and has over 24 years of experience in the finance industry.

4
Jamie L. Thuss
CRD#: 3188652
3605 Springhill Business Pk, Suite A, Mobile, AL 36608
81
Wealthminder
score

Jamie Thuss (CRD# 3188652) is an Investment Advisor Representative working at Aull & Monroe in Mobile, AL and has over 17 years of experience in the finance industry.

5
Charles D. Thuss
CRD#: 6004842
3605 Springhill Business Park Suite A, Mobile, AL 36608
78
Wealthminder
score

Charles Thuss (CRD# 6004842) is an Investment Advisor Representative working at Aull & Monroe in Mobile, AL and has over 4 years of experience in the finance industry.

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