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Building 2SOUTHERN CAPITAL SERVICES INC

Map pinDAPHNE, AL
Phone251-626-1140
NotebookSEC #801-111685
Total AUM
$192.5M
Employees
9
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29000 US HWY 98
THE SUMMIT, SUITE 203-B
DAPHNE
AL 36526
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
251-626-1140
Other Offices
3

ReceiptFinancials

Total AUM
$192.5M
Accounts
700
Discretionary
$191.5M
Accounts
695
Non-Discretionary
$980.7K
Accounts
5

ContactClients

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Individual Clients
331
AUM
$70.7M
HNW Individual Clients
42
AUM
$107.4M
Pension/Profit Sharing Plan Clients
20
AUM
$14.1M
Charitable Organization Clients
1
AUM
$246.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMSNHTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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