Southstate Advisory Inc
- Assets, Funds, Holdings
| Southstate Advisory Inc
|
| CRD # | 153113 |
| SEC # | 801-71264 |
| CIK # | |
| AUM |
|
| Employees |
22 (50% Investors, 5% Brokers)
|
| Phone | 803-231-3492 |
| Address | 520 Gervais St
Columbia, SC 29201 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
116
|
0.0 |
| (b) Individuals (high net worth individuals) |
61
|
0.2 |
| (c) Banking or thrift institutions |
1
|
2.8 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
85 |
0.5 |
| (h) Charitable organizations |
25 |
0.1 |
| (i) State or municipal government entities |
1 |
0.0 |
| (j) Other investment advisers |
1 |
0.0 |
| (k) Insurance companies |
2 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
8 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
441 |
3.8 |
| By Discretionary |
| Discretionary |
371 |
3.3 |
| Non-Discretionary |
70 |
0.5 |
| Total |
441 |
3.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.8 |
| Total |
441 |
3.8 |
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