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SOUTHCOL ADVISORS
15910 Old 41 North
Suite 220
Naples, Florida 34110
Tel: 239-228-8747
About SOUTHCOL ADVISORS
SOUTHCOL ADVISORS, formally registered with the SEC as SOUTHCOL ADVISORS. The firm was established in 05/26/2020. They have over 2 offices throughout the country.
SOUTHCOL ADVISORS is a Naples, Florida based Financial Planning firm with nearly $165,335,684 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308154 |
| SEC# | 801-118783 |
| Assets Managed by Firm | $165,335,684 |
| No. of Clients | 34 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 34 | $165,335,684 |
| High net worth individuals | 4 | $27,344,671 |
| Charitable organizations | 4 | $137,991,013 |
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