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Aull & Monroe Investment Management Corp

● SEC registered since 1990CRD 104830SEC# 801-35841Mobile, AL
Export (members)
Reg. AUM
$329.1M
Employees
3
Accounts
426
Location
Mobile, AL

Aull & Monroe Investment Management Corp assets under management

Aull & Monroe Investment Management Corp operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 1990. It reports $329.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/aull-&-monroe-investment-managment-corpView on SEC.gov ↗

Aull & Monroe Investment Management Corp owners & executives

3 reported
NameTitleOwnershipSince
James Paul Aull ControlPartner25-50%1990
Jamie Lynn Thuss ControlPartner/Chief Compliance Officer/Vice President10-25%2004
William Earl Monroe ControlPartner25-50%1990

Frequently asked questions

How much does Aull & Monroe Investment Management Corp manage?

Aull & Monroe Investment Management Corp reports $329.1 million in regulatory assets under management on its Form ADV.

How many employees does Aull & Monroe Investment Management Corp have?

Aull & Monroe Investment Management Corp reports 3 employees.

Where is Aull & Monroe Investment Management Corp located?

Aull & Monroe Investment Management Corp is based in Mobile, AL and has been SEC-registered since 1990.

Does Aull & Monroe Investment Management Corp disclose fund performance?

Aull & Monroe Investment Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3658 College Ln S, Mobile, AL 36608
Phone(251) 342-3339
Fax(251) 342-3113
Office hours8:30a.m.- 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1387615
Discloses disciplinary historyNo

Assets under management

Discretionary$329.1M
Non-discretionary$0
Total (RAUM)$329.1M