5100 Poplar Ave, Suite 2450
Memphis, Tennessee 38137-4000
Tel: 901-761-2474
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 $5,271,901,660 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105276 |
SEC# | 801-11123 |
Assets Managed by Firm | $5,271,901,660 |
No. of Clients | 49 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 49 | $5,271,901,660 |
Individuals (other than high net worth individuals) | 5 | $133,438,082 |
High net worth individuals | 11 | $202,318,275 |
Pension and profit sharing plans | 8 | $826,740,006 |
Charitable organizations | 11 | $558,500,787 |
Corporations or other businesses | 1 | $45,519,985 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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