South Atlantic Enterprises, Inc.

Broker-DealerFINRA Member
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 under individual ownership. Publicly available source material supplies very limited detail about the firm's business model, client base, or advisory services; filings and disclosures do not describe target clients, fee arrangements, or day-to-day activities. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator or as an active ESG investor. It is also not listed as a multi-state adviser and is not newly formed.

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

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Recent filings

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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