CRD: 121757
Southeast Financial Advisors
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-1999
- Office Locations
- 1
Office Locations
About Southeast Financial Advisors
Southeast Financial Advisors is an independent RIA in Greenville, SC providing day-to-day investment management and retirement account oversight aligned to clients’ long-term goals. Services include retirement planning, IRA rollovers, pension/401(k) plan support, estate and college planning. The firm’s managed accounts show a heavy ETF allocation alongside public funds and fixed income, making ETF and model solutions a key fit.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN DAVID SMITH
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2394812
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHELLE RENEE EMMONS
Financial Advisor, General Partner
- CRD
- #5492430
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,948,113 | $205,207 |
| Non-Discretionary | $1,016,690 | $78,207 |
| Total | $132,964,803 | $202,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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