110 Office Park Drive
Suite 220
Birmingham, Alabama 35223
Tel: (205) 395-6970
MAYFAIR ADVISORY GROUP, LLC, formally registered with the SEC as MAYFAIR ADVISORY GROUP, LLC. The firm was established in 08/20/2019. They have over 1 offices throughout the country.
MAYFAIR ADVISORY GROUP, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $718,448,245 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 304668 |
SEC# | 801-117219 |
Assets Managed by Firm | $718,448,245 |
No. of Clients | 386 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 386 | $718,448,245 |
Individuals (other than high net worth individuals) | 244 | $90,769,614 |
High net worth individuals | 136 | $589,383,329 |
Charitable organizations | 6 | $38,295,302 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
$5,670,936,072 | 2768 | 14 |
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