Mitchell Mcleod Pugh & Williams is an investment advisor in Mobile with $1.69 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203706574
SEC advisor number
801-65005
FINRA CRD number
138240
AUM ?
$1.69 bn
(as of 6 Jun 23)
Accounts
1,886
(as of 6 Jun 23)
Employees
15
(9 investment advisory or research)
Address
Mitchell Mcleod Pugh & Williams
2610 DAUPHIN STREET
MOBILE
AL 36606
2610 DAUPHIN STREET
MOBILE
AL 36606
Office hours
Monday - Friday, 8:30 AM - 4:30PM
Phone
251-471-2027
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcleod, Douglas, Reed | Director/shareholder/ President | 01/2006 | 10-25% |
Pugh, Kyle, Clarke | Director/shareholder/vice President/secretary/treasurer | 01/2006 | 10-25% |
Mitchell, Richard | Director/shareholder/vice President | 01/2006 | 10-25% |
Mcginley, Katherine, Mehlburger | Chief Compliance Officer/shareholder | 01/2006 | 5-10% |
Van Antwerp, Thomas, Bragg | Director/shareholder/vice President | 04/2015 | 10-25% |
Arendall, Robert, Alexander | Vice President/shareholder | 02/2022 | 5-10% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Nov 24
13F-HR
Quarterly holdings report by institutional manager
31 Jul 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22