Overview
Assets Under Management: $936 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 2
Average Client Assets: $138 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.52
Average High-Net-Worth Client Assets: $138 million
Total Client Accounts: 2,492
Discretionary Accounts: 2,492
Regulatory Filings
CRD Number: 142644
Filing ID: 1934259
Last Filing Date: 2025-03-12 17:29:00
Website: https://thesouthernfinancialgroup.com