Katie McGinley's Contact Details

Katie McGinley's Company Details

Mitchell McLeod Pugh & Williams

Mobile, AL, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.As of August 31, 2021, our regulatory assets under management were approximately $1.82 billion. 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 160 years.For additional information about MMPW, please visit our website: www.mmpw.com.