Southern Magnolia Investment Management LLC

Southern Magnolia Investment Management LLC (CRD# 306444) is a financial advisory firm headquartered in , . They manage $7,237,319 in 131 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://wwwwww.smimfl.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $55,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Southern Magnolia Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Bruning, financial advisor Port Saint Lucie FL
Samuel A. Bruning
CRD#: 3205959
Port Saint Lucie, FL

Samuel Bruning (CRD# 3205959) is an Investment Advisor Representative working at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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