Southern Magnolia Investment Management LLC

RIASEC Registered

Total AUM

$15.5M

Discretionary

$15.5M

100% of AUM

Avg account

$89.5K

Accounts

173

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 306444
Website: www.southernmagnoliaim.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals80.32%
HNWI17.85%
Charitable Organizations1.2%
Corporations / Businesses0.63%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Southern Magnolia Investment Management LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm caters to both individual and family clients, as well as institutional clients. Its investment strategy emphasizes a personalized approach to wealth management, aligning investment choices with the unique needs and goals of its clientele.