Falists
← Back to search

SOUTHEASTERN FINANCIAL PLANNING, LLC

CRD 178531

Visit website

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