Aull & Monroe Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Aull & Monroe, federally registered in 1990, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Aull & Monroe manages $279.5 million and provides investment advisory services for 214 clients (1:54 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $1,306,193
Hybrid Advisor No
Disciplinary History No
Total AUM $279.5 million
Advisor / Client Ratio 1:54
Headquarters A Mobile, AL
SEC Filings Forms and Brochures    (CRD # 104830)
State(s) Registered AL, MS, TX

Questions & Answers

Get answers about Aull & Monroe

Ask a question question_answer