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Accountants Financial Alliance, LLC (Jackson)


Accountants Financial Alliance, LLC is a pension cosultant based in Jackson. It manages $14.67 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Mississippi.

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Accountants Financial Alliance provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Accountants Financial Alliance: assets under management

The assets under management (AUM) of Accountants Financial Alliance, LLC is $14.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $523.84 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Accountants Financial Alliance, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Eugene Poole Managing member 1 Mar 2001 50% - 75% 862971
James Thomas Grantham Member 1 Mar 2001 50% - 75% 4370927

Based in Jackson

The principal office where Accountants Financial Alliance, LLC performs its advisory services is located at 4800 I 55 North Ste 21, Jackson, MS 39211 5555 The mailing address of the firm is P. O. Box 14888, Jackson, MS 39236 4888. An additional office of the firm is in Tupelo, MS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 601-368-3500 or by fax 601-368-3555. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sbcorp.com.


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