Sage Southeastern Securities, Inc. is a large advisory firm based in Atlanta. It manages $44.98 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.
Sage Southeastern Securities provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sage Southeastern Securities, Inc. is $44.98 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sage Southeastern Securities, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Marion Iii Johnson has been acting as President since 1 Mar 2010. Ronald Wayne Lankford joined the executive team most recently as the Chief Operating Officer. Finop.
The principal office where Sage Southeastern Securities, Inc. performs its advisory services is located at 1100 Abernathy Road, 500 Northpark, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-965-7286 or by fax 404-965-7317. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.