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SOUTHEASTERN FINANCIAL PLANNING, LLC
CRD 178531
3 WEST GARDEN ST, SUITE 340, PENSACOLA, FL, 32502, United States
Phone
850-400-3466
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$4.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD