South Atlantic Enterprises, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
42790
Registered since
February 4, 1998

Firm profile

FINTRX

Overview

South Atlantic Enterprises, Inc. is organized as a corporation and has been SEC-registered since 1998. The firm is individually owned and is categorized as "unclassified" in available filing descriptors. Public disclosures indicate limited operational detail: it does not identify as an active ESG investor, is not registered as a multi-state adviser, is not a newly formed adviser, and is not described as a pension consultant or related adviser. The dataset provides no specifics about advisory services, fee schedules, client segments, or business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Robert Abbott

    Owner, Investment Advisor RepresentativeCRD 1491973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
4030 Wake Forest Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth