SOUTHEAST FINANCIAL ADVISORS, LLC
CRD #121757 SEC #801-69899 GREENVILLE, SC 864-284-6511
SEC Registered
Total AUM
$37.9M
Discretionary
$36.5M
Employees
1
Clients
251
Accounts
856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $37.9M | $36.5M | $1.4M | 1 | 500 |
| May 2012 | $37.9M | $36.5M | $1.4M | 1 | 500 |
| Apr 2012 | $37.9M | $36.5M | $1.4M | 1 | 500 |
| Mar 2012 | $37.9M | $36.5M | $1.4M | 1 | 500 |
| Jan 2010 | $40.2M | $39.3M | $891.1K | 5 | -- |
DateJun 2012
Total AUM$37.9M
Discretionary$36.5M
Non-Disc.$1.4M
Employees1
Clients500
DateMay 2012
Total AUM$37.9M
Discretionary$36.5M
Non-Disc.$1.4M
Employees1
Clients500
DateApr 2012
Total AUM$37.9M
Discretionary$36.5M
Non-Disc.$1.4M
Employees1
Clients500
DateMar 2012
Total AUM$37.9M
Discretionary$36.5M
Non-Disc.$1.4M
Employees1
Clients500
DateJan 2010
Total AUM$40.2M
Discretionary$39.3M
Non-Disc.$891.1K
Employees5
Clients--