Overview
Assets Under Management: $785 million
High-Net-Worth Clients: 16
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.10
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 2,680
Discretionary Accounts: 2,676
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 154481
Filing ID: 1964039
Last Filing Date: 2025-03-27 07:48:00
Website: https://southlandep.com