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SOUTHEAST ASSET ADVISORS, LLC
SOUTHEAST ASSET ADVISORS, LLC
THOMASVILLE, Georgia
·
9 registered advisors
·
CRD# 107588
SEC# 801-42952
4
229-226-8839
01
Firm Overview
AUM
$3.7B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SOUTHEAST ASSET ADVISORS, LLC
9 registered advisors
Bernard Nmn Lanigan
THOMASVILLE, Georgia
CRD# 2942282
Charles Bradford Jackson
THOMASVILLE, Georgia
CRD# 2843067
David Mark Fletcher
THOMASVILLE, Georgia
CRD# 4645681
Edward George Johnson
THOMASVILLE, Georgia
CRD# 6571597
Frank John Mercer
THOMASVILLE, Georgia
CRD# 2855225
Granger Christian Osborne
THOMASVILLE, Georgia
CRD# 4524496
Mark Cooper Saussy
THOMASVILLE, Georgia
CRD# 4520380
Robert Mark Milberg
THOMASVILLE, Georgia
CRD# 2925584
Thomas Mikell Leland
THOMASVILLE, Georgia
CRD# 2305002
05
Office Locations
THOMASVILLE, Georgia
9 advisors
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Data sourced from SEC Form ADV filings. SOUTHEAST ASSET ADVISORS, LLC (CRD# 107588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.