The Mcgriff Alliance

The Mcgriff Alliance (CRD# 131477) is a financial advisory firm headquartered in Birmingham, AL. They manage $13,946,456 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2201 Providence Park, Suite 100, Birmingham, AL 35242
http://themcgriffalliance.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $697,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, GA

Financial Advisors at The Mcgriff Alliance
Showing 1 - 2 of 2 top financial advisors.
1
Billy McGriff, financial advisor Pisgah AL
Billy W. McGriff
CRD#: 2036431
111-d Thornton Street , Gorham's Bluff, Pisgah, AL 35765

Billy McGriff (CRD# 2036431) is an Investment Advisor Representative working at The Mcgriff Alliance in Pisgah, AL and has over 34 years of experience in the finance industry.

2
Joel McGriff, financial advisor Birmingham AL
Joel C. McGriff
CRD#: 1189473
2201 Providence Park, Suite 100, Birmingham, AL 35242

Joel McGriff (CRD# 1189473) is an Investment Advisor Representative working at The Mcgriff Alliance in Birmingham, AL and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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