First Southeast 401(k) Fiduciaries, Inc.

First Southeast 401(k) Fiduciaries, Inc. (CRD# 153113) is a financial advisory firm headquartered in Charleston, SC. They manage $413,421,249 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $22,967,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at First Southeast 401(k) Fiduciaries, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jon P. Ahrens
CRD#: 4692975
2430 Mall Drive, Suite 360, Charleston, SC 29406
93
Wealthminder
score

Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at First Southeast 401(k) Fiduciaries, Inc. in Charleston, SC and has over 12 years of experience in the finance industry.

2
Frederick K. Dutcher
CRD#: 2590102
2430 Mall Drive, Suite 360, Charleston, SC 29406
93
Wealthminder
score

Frederick Dutcher (CRD# 2590102) is an Investment Advisor Representative working at First Southeast 401(k) Fiduciaries, Inc. in Charleston, SC and has over 21 years of experience in the finance industry.

3
Edward M. Proulx
CRD#: 4309364
Greer, SC
93
Wealthminder
score

Edward Proulx (CRD# 4309364) is an Investment Advisor Representative working at First Southeast 401(k) Fiduciaries, Inc. in Greer, SC and has over 15 years of experience in the finance industry.

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