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).

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
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, GA

Financial Advisors at The Mcgriff Alliance
Showing 1 - 2 of 2 top financial advisors.
1
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 32 years of experience in the finance industry.

2
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 39 years of experience in the finance industry.

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