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

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