FIRST SOUTHEAST FIDUCIARY & TRUST SERVICES, INC.
CRD #123312 SEC #801-61789 CHARLESTON, SC 843-724-0801
SEC Registered
Total AUM
$86.8M
Discretionary
$59.9M
Employees
10
Clients
101
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2006 | $100.7M | $72.6M | $28.1M | 10 | -- |
| Dec 2005 | $86.8M | $59.9M | $26.9M | 10 | -- |
| Sep 2005 | $86.8M | $59.9M | $26.9M | 10 | -- |
| Jan 2004 | $76M | $51.5M | $24.5M | 5 | -- |
DateFeb 2006
Total AUM$100.7M
Discretionary$72.6M
Non-Disc.$28.1M
Employees10
Clients--
DateDec 2005
Total AUM$86.8M
Discretionary$59.9M
Non-Disc.$26.9M
Employees10
Clients--
DateSep 2005
Total AUM$86.8M
Discretionary$59.9M
Non-Disc.$26.9M
Employees10
Clients--
DateJan 2004
Total AUM$76M
Discretionary$51.5M
Non-Disc.$24.5M
Employees5
Clients--