1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUTHEAST ASSET ADVISORS, LLC

Map pinTHOMASVILLE, GA
Phone229-226-8839
NotebookSEC #801-42952
Total AUM
$4.2B
Employees
14
Clients
335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
314 GORDON AVENUE
THOMASVILLE
GA 31792
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
229-226-8839
Other Offices
4

ReceiptFinancials

Total AUM
$4.2B
Accounts
1,356
Discretionary
$2.4B
Accounts
1,002
Non-Discretionary
$1.8B
Accounts
354

ContactClients

View more in analytics →

Individual Clients
96
AUM
$36.3M
HNW Individual Clients
185
AUM
$2.6B
Pooled Vehicle Clients
7
AUM
$443.8M
Pension/Profit Sharing Plan Clients
7
AUM
$32.2M
Charitable Organization Clients
23
AUM
$1B
Government Entity Clients
1
AUM
$52.5M
Corporation or Business Clients
16
AUM
$59.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCSCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account