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SOUTHERNSUN ASSET MANAGEMENT LLC
240 Madison Avenue
Suite 800
Memphis, Tennessee 38103
Tel: 901-341-2700
About SOUTHERNSUN ASSET MANAGEMENT LLC
SOUTHERNSUN ASSET MANAGEMENT LLC, formally registered with the SEC as SOUTHERNSUN ASSET MANAGEMENT LLC. The firm was established in 09/23/2010. They have over 1 offices throughout the country.
SOUTHERNSUN ASSET MANAGEMENT LLC is a Memphis, Tennessee based Financial Planning firm with nearly $906,408,027 assets under management, offering retirement planning & investment advisory services to 97 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154572 |
| SEC# | 801-71849 |
| Assets Managed by Firm | $906,408,027 |
| No. of Clients | 97 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 97 | $906,408,027 |
| Individuals (other than high net worth individuals) | 59 | $19,565,829 |
| High net worth individuals | 17 | $39,110,414 |
| Pension and profit sharing plans | 4 | $133,876,445 |
| Charitable organizations | 4 | $78,576,688 |
| Corporations or other businesses | 6 | $24,569,826 |
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