Southeast Asset Advisors, based in Thomasville, GA, is ranked No. 38 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2021 FA 100 list.
Total AUM: $3.2B (AccuPoint Solutions)
Years in Business: 30 (AccuPoint Solutions)
Accounts Under Management: 1,296 (AccuPoint Solutions)
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Previous appearances on FA 100 List: 3 (No. 0 in 2019)
Principals:
Bernard Lanigan, Chairman & Chief Executive Officer
Money Report
Charles Jackson, President & Chief Compliance Officer
Contact:
314 Gordon Avenue, Thomasville, GA 31792
(229) 226-8839
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