Southeastern Advisory Services Inc
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Learn more about Southeastern Advisory Services Inc
Overview
Southeastern Advisory Services Inc is an advisory company based in Atlanta, Georgia. The firm has a small team, including 4 financial advisors. Southeastern Advisory Services Inc does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
The firm's main office is located at 190 Ottley Dr, Atlanta, Georgia 30324. The company is permitted to provide services to customers throughout a number of states, including Colorado, Florida, Georgia, Louisiana, North Carolina, Texas and Virginia.
Editorial note: Under certain conditions, firms are able to file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the publicly available information for Southeastern Advisory Services Inc. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Southeastern Advisory Services Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
Fee Structure
Financial management fees usually depend on the type of financial services offered. Fees charged by the company typically consist of the following fee type: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Southeastern Advisory Services Inc.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pension plans. Southeastern Advisory Services Inc's biggest client type by number of accounts is pension plans. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Southeastern Advisory Services Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Southeastern Advisory Services Inc
Atlanta, GA
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