SOUTHERN FINANCIAL GROUP, LLC

700 Corporate Parkway
Birmingham, Alabama 35242
Tel: 205.383.1415

About SOUTHERN FINANCIAL GROUP, LLC

SOUTHERN FINANCIAL GROUP, LLC, formally registered with the SEC as SOUTHERN FINANCIAL GROUP, LLC. The firm was established in 02/09/2007. They have over 1 offices throughout the country.

SOUTHERN FINANCIAL GROUP, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $854,835,245 assets under management, offering retirement planning & investment advisory services to 2409 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142644
SEC#	801-67489
Assets Managed by Firm	$854,835,245
No. of Clients	2409
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING, TAX PREPARATION, ESTATE SETTLEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2409	$854,835,245
Individuals (other than high net worth individuals)	845	$308,922,732
High net worth individuals	259	$544,267,829
Charitable organizations	2	$394,720
Corporations or other businesses	4	$1,249,964

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

Explore More Retirement Advisors in Birmingham, Alabama

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.