Mitchell McLeod Pugh & Williams (“MMPW”) is an independent, employee-owned investment advisory firm located in Mobile, Alabama. MMPW was founded in January, 2006 on the strong conviction that an organization providing investment advisory services could best serve its clients as an independently owned firm, free from potentially conflicting proprietary funds or products, and devoted solely to the best interests of its clients. MMPW always strives to provide the highest level of client service by maintaining close and ongoing communications, and by making certain that our clients’ interests are always the highest priority – the cornerstone of our fiduciary duty. Our clients include individuals, cities/municipalities, pension and profit-sharing plans, 401(k) plans, IRA rollovers, trusts and estates, family partnerships, 529 Plans, endowments and charitable foundations. References are available upon request. The principals of MMPW have been engaged in the financial and investment management industries for a combined total of over 175 years. For additional information about MMPW, please visit our website: www.mmpw.com.
View Top Employees from Mitchell McLeod Pugh & WilliamsWebsite | http://mmpw.com |
Revenue | $3 million |
Employees | 15 (12 on RocketReach) |
Founded | 2006 |
Address | 2610 Dauphin Street, Mobile, Alabama 36606, US |
Phone | (251) 471-2027 |
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Industry | Investment Management, Finance General, Wealth Management, Finance, Retirement Plan Consulting |
Competitors | Bollin Wealth Management LLC, MHK Retirement Partners, Pinkerton Retirement Specialists LLC, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Mitchell McLeod Pugh & Williams annual revenue was $3 million in 2024.
Bragg Van Antwerp is the Managing Director of Mitchell McLeod Pugh & Williams.
12 people are employed at Mitchell McLeod Pugh & Williams.
Mitchell McLeod Pugh & Williams is based in Mobile, Alabama.
The NAICS codes for Mitchell McLeod Pugh & Williams are [523, 5239, 52393, 52].
The SIC codes for Mitchell McLeod Pugh & Williams are [62, 628].