Southernsun Asset Management LLC

Southernsun Asset Management LLC (CRD# 154572) is a financial advisory firm headquartered in Memphis, TN. They manage $1,251,925,000 in 359 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
240 Madison Avenue, Suite 800, Memphis, TN 38103
https://www.linkedin.com/company/southernsun-asset-management
By the Numbers
  • Total Assets Under Management
    1,252
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $3,487,256
Compensation Options
  • A percentage of assets under your management
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
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Southernsun Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Cross, financial advisor Memphis TN
Michael S. Cross
CRD#: 5653402
240 Madison Avenue, Suite 800, Memphis, TN 38103

Michael Cross (CRD# 5653402) is an Investment Advisor Representative working at Southernsun Asset Management LLC in Memphis, TN and has over 9 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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