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 incorporated and has been registered with the SEC since 1998. The firm is individually owned and is categorized as "unclassified" in the source data. The firm is not identified as a capital allocator and the profile indicates it is not an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity. Public disclosures supplied to the data source are sparse: there are no detailed entries for client types, fee arrangements, specific advisory activities, or stated investment preferences. That limits the ability to describe the firm’s portfolio construction, manager selection, or service model from the available records.

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

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Recent M&A activity

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Recent filings

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Awards

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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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