Investment adviser · CRD 109817
SOUTHEASTERN ADVISORY SERVICES INC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Jan 8, 2025
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 32 | $0 | Not reported |
| Corporations & businesses | 1 | $0 | Not reported |
| Other clients | 2 | $0 | Not reported |
Filing source
Form ADV 1922091 · Jan 8, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 8, 2025. View historical filings
Reported services
Pension consulting
Compensation
Fixed
Principal office
190 OTTLEY DR, SUITE B-2AATLANTA, GA, 30324, United States
CRD 109817
Filing source
Form ADV 1922091 · Jan 8, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.