Be advised. This firm is no longer registered.

Southern Trust Financial Planning

Southern Trust Financial Planning (CRD# 131377) is a financial advisory firm headquartered in Sarasota, FL. They manage $188,618,950 in 693 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1943 Morrill Street, Suite 1, Sarasota, FL 34236
http://www.southerntrustfinancial.com
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $272,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, TX

Financial Advisors at Southern Trust Financial Planning
No Advisor Found.

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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