The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

26. Southeast Asset Advisors

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Southeast Asset Advisors believes its work demands trust, earned over time and proved with every decision and transaction. The fee-only investment advisory firm prides itself on multi-generational relationships with clients, thinking in terms of decades to create lasting legacies.

Total AUM: $2.03B+

Years in Business: 24

Accounts Under Management: 960

Principals:

Bernard Lanigan, Chairman & Chief Executive Officer

Charles Jackson, President & Chief Compliance Officer

Contact:

assetadvisor.com

314 Gordon Avenue, Thomasville, GA 31792

(229) 226-8839