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FIRM PROFILE
Overview
CRI M&A ADVISORS, LLC is located at 7035 Halcyon Park Drive, Montgomery, AL 36117 and was first established at New Orleans, Alabama in 08/03/2010. After operating for 15 years, CRI M&A ADVISORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CRI M&A ADVISORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CRI M&A ADVISORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CRI M&A ADVISORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CRI M&A ADVISORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CRI M&A ADVISORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for CRI M&A ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
7035 Halcyon Park Drive, Montgomery, AL 36117
7035 Halcyon Park Drive, Montgomery, AL 36117
Small
(334) 467-1092
Alabama since 08/03/2010
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at CRI M&A ADVISORS, LLC
Kimberly Kay Miller
Joel Edward Sikes
Brandon Todd Maddox
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