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Building 2SOUTHEAST FINANCIAL ADVISORS, LLC

Map pinGREENVILLE, SC
Phone864-284-6511
NotebookSEC #801-69899
Total AUM
$37.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 EXECUTIVE CENTER DRIVE
SUITE 102; B-32
GREENVILLE
SC 29615
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
864-284-6511

ReceiptFinancials

Total AUM
$37.9M
Accounts
856
Discretionary
$36.5M
Accounts
810
Non-Discretionary
$1.4M
Accounts
46

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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

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