Mayfair Advisory Group, LLC
Mayfair Advisory Group, LLC (CRD# 304668) is a financial advisory firm headquartered in Birmingham, AL. They manage $604,425,829 in 421 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management604MILLION
-
Total Number of Accounts421ACCOUNTS
-
Average Account Value$1,435,691
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA
Samuel Kirkpatrick (CRD# 4356016) is an Investment Advisor Representative working at Mayfair Advisory Group, LLC in Birmingham, AL and has over 22 years of experience in the finance industry.
Joseph Mason (CRD# 3235287) is an Investment Advisor Representative working at Mayfair Advisory Group, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Charles Smith (CRD# 4609881) is an Investment Advisor Representative working at Mayfair Advisory Group, LLC in Birmingham, AL and has over 21 years of experience in the finance industry.