S
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2015
- Office Locations
- 1
Office Locations
3 West Garden ST Suite 340 Pensacola FL
About Southeastern Financial Planning, LLC
Southeastern Financial Planning, LLC is a Pensacola-based RIA. The firm has been operating for 11 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ELLISON DEWITTE PENNEWILL
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4032874
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,018,945 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,018,945 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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