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Building 2SOUTHEAST FINANCIAL GROUP

Map pinRALEIGH, NC
Phone919-544-0500
NotebookSEC #801-80573
Total AUM
$177.8M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7780 BRIER CREEK PARKWAY
SUITE 325
RALEIGH
NC 27617
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
919-544-0500

ReceiptFinancials

Total AUM
$177.8M
Accounts
324
Discretionary
$131.4M
Accounts
275
Non-Discretionary
$46.4M
Accounts
49

ContactClients

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Individual Clients
81
AUM
$28.4M
HNW Individual Clients
51
AUM
$118.1M
Pension/Profit Sharing Plan Clients
11
AUM
$31.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILMAMDNCNHORSCTX

HandshakeAffiliates

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

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