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Building 2SOUTHEASTERN FINANCIAL SERVICES INC

Map pinLOUISVILLE, KY
Phone502-585-6860
NotebookSEC #801-39629
Total AUM
$33.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 S THIRD ST
LOUISVILLE
KY 40202
USA
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
502-585-6860

ReceiptFinancials

Total AUM
$33.4M
Accounts
30
Discretionary
$10.8M
Accounts
16
Non-Discretionary
$22.6M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAKYMIOHPA

HandshakeAffiliates

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

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