N
CRD: 158724
NEW Southern Advisory Services
Germantown, TN, 38138
9012583331
$40.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2011
- Office Locations
- 1
Office Locations
1922 Exeter Road Suite 15 Germantown TN
About NEW Southern Advisory Services
NEW Southern Advisory Services is a Germantown-based RIA. The firm has been operating for 14 years. Managing $40.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$40.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Vital Pioneer timber
Investment Themes
Value wave Fusion north
Investment Vehicles
Glacier unison
Services
Eagle zenith Pioneer ridge Crest vertex
Owner & Executives
I
IVAN JUAN RODRIGUEZ
Chief Compliance Officer, Human Resources Director, President
- CRD
- #1884770
- Ownership
- 50% but less than 75%
(919) 703-1940
value.ember@alphacapital.com
in linkedin.com/in/prime-eagle
K
KAREN C. RODRIGUEZ
Consultant, Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
(664) 757-7032
wave.oak@momentumcapital.com
in linkedin.com/in/optima-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,213,000 | -- |
| Total | $40,213,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,213,000
Equity - Exchange:
35.3% Public Funds:
43.0% Cash:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,039,569,051 | 35.3% |
| Public Funds | $3,702,591,195 | 43.0% |
| Cash | $1,868,516,951 | 21.7% |
| Total | $8,610,677,197 | 100.0% |