Southeastern Asset Management Inc.
Southeastern Asset Management Inc. (CRD# 105276) is a financial advisory firm headquartered in Memphis, TN. They manage $5,479,257,682 in 49 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Southeastern Asset Management Inc.
By the Numbers
-
Total Assets Under Management5,479MILLION
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Total Number of Accounts49ACCOUNTS
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Average Account Value$111,821,585
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CA, CT, FL, GA, MO, NE, TN, TX, WI
Financial Advisors at Southeastern Asset Management Inc.
1
George Cates (CRD# 1532338) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 27 years of experience in the finance industry.
2
Otis Hawkins (CRD# 2316628) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 31 years of experience in the finance industry.
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