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SOUTHCOL ADVISORS, LLC
SOUTHCOL ADVISORS, LLC
SOUTHCOL ADVISORS
NAPLES, Florida
·
2 registered advisors
·
CRD# 308154
SEC# 801-118783
1
239-228-8747
01
Firm Overview
AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SOUTHCOL ADVISORS, LLC
2 registered advisors
James Winfield Lumberg
NAPLES, Florida
CRD# 2162416
Victoria Lynn Delucia
NAPLES, Florida
CRD# 2360895
05
Office Locations
NAPLES, Florida
2 advisors
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Data sourced from SEC Form ADV filings. SOUTHCOL ADVISORS, LLC (CRD# 308154) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.