SOUTHEAST ASSET ADVISORS, LLC

314 Gordon Avenue
Thomasville, Georgia 31792
Tel: 229-226-8839

About SOUTHEAST ASSET ADVISORS, LLC

SOUTHEAST ASSET ADVISORS, LLC, formally registered with the SEC as SOUTHEAST ASSET ADVISORS, LLC. The firm was established in 12/22/1992. They have over 5 offices throughout the country.

SOUTHEAST ASSET ADVISORS, LLC is a Thomasville, Georgia based Financial Planning firm with nearly $3,747,179,661 assets under management, offering retirement planning & investment advisory services to 1345 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107588
SEC#	801-42952
Assets Managed by Firm	$3,747,179,661
No. of Clients	1345
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1345	$3,747,179,661
Individuals (other than high net worth individuals)	105	$33,289,886
High net worth individuals	178	$2,128,383,217
Pension and profit sharing plans	6	$27,562,239
Charitable organizations	27	$1,045,559,485
Corporations or other businesses	17	$137,049,283

More Retirement Planning firms in Thomasville, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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