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Building 2SOUTHEAST FINANCIAL ADVISORS

Map pinGREENVILLE, SC
Phone864-284-6511
NotebookSEC #801-136439
Total AUM
$133M
Employees
2
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
C/O 107 MANLY STREET
GREENVILLE
SC 29601
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
864-284-6511

ReceiptFinancials

Total AUM
$133M
Accounts
656
Discretionary
$131.9M
Accounts
643
Non-Discretionary
$1M
Accounts
13

ContactClients

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Individual Clients
303
AUM
$132.3M
Pension/Profit Sharing Plan Clients
1
AUM
$698.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYLANCNHSC

HandshakeAffiliates

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

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