Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > memphis > SOUTHEASTERN ASSET MANAGEMENT INC.
SOUTHEASTERN ASSET MANAGEMENT INC.
6410 Poplar Ave., Ste. 900
Memphis, Tennessee 38119-4843
Tel: 901-761-2474
About SOUTHEASTERN ASSET MANAGEMENT INC.
SOUTHEASTERN ASSET MANAGEMENT INC, formally registered with the SEC as SOUTHEASTERN ASSET MANAGEMENT INC. The firm was established in 11/21/1975. They have over 2 offices throughout the country.
SOUTHEASTERN ASSET MANAGEMENT INC. is a Memphis, Tennessee based Financial Planning firm with nearly $5,479,257,682 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105276 |
| SEC# | 801-11123 |
| Assets Managed by Firm | $5,479,257,682 |
| No. of Clients | 49 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 49 | $5,479,257,682 |
| Individuals (other than high net worth individuals) | 5 | $140,008,604 |
| High net worth individuals | 12 | $181,313,759 |
| Pension and profit sharing plans | 8 | $824,494,999 |
| Charitable organizations | 12 | $530,801,806 |
| Corporations or other businesses | 1 | $39,516,327 |
More Retirement Planning firms in Memphis, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $582,388,000,000 | 58634 | 4134 | |
| $18,829,944,477 | 44 | 39 | |
| $11,300,952,063 | 9360 | 224 | |
| $10,041,415,942 | 9 | 46 | |
| $9,208,094,171 | 220 | 41 |
Explore More Retirement Advisors in Memphis, Tennessee