Overview
Assets Under Management: $515 million
Headquarters: JACKSON, TN
High-Net-Worth Clients: 5
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.17
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 1,835
Discretionary Accounts: 1,829
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 292275
Filing ID: 1995713
Last Filing Date: 2025-06-04 11:02:00
Website: https://southernadvisor.com