RIA Intel›Advisers›Alabama›THE MCGRIFF ALLIANCE, INC.

THE MCGRIFF ALLIANCE, INC.

Advisory

BIRMINGHAM, AL

Data as of Dec 18, 2025 · Source: SEC Form ADV

Average account
$966K
across 22 accounts

Source: SEC Form ADV. Figures as filed Dec 18, 2025.

Total AUM
$21M
Discretionary %
100%
Clients
47
Employees
0

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndAugust
Operates InAL, GA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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