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Building 2SOUTHERN FINANCIAL GROUP, LLC

Map pinBIRMINGHAM, AL
Phone205.383.1415
NotebookSEC #801-67489
Total AUM
$1.1B
Employees
8
Clients
1,146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 CORPORATE PARKWAY
BIRMINGHAM
AL 35242
United States
Operating Hours
8:00 AM TO 5:00 PM (FRIDAY 8:00 AM TO 3:00 PM)
Monday - Friday
Phone
205.383.1415

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,597
Discretionary
$1.1B
Accounts
2,597
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
788
AUM
$280.1M
HNW Individual Clients
352
AUM
$768.4M
Charitable Organization Clients
2
AUM
$314.5K
Corporation or Business Clients
4
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING, TAX PREPARATION, ESTATE SETTLEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSNCTNTX

HandshakeAffiliates

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

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