SOUTHERN TRUST FINANCIAL PLANNING, INC.

SOUTHERN TRUST FINANCIAL PLANNING, INC. of SARASOTA, FL is an SEC-registered investment adviser (CRD 131377). Regulatory assets under management: $188.6M.

Registration

• CRD: 131377
• SEC file number: 801-70791
• Type: Registered investment adviser
• Location: 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
• Phone: 941-308-0041
• Latest filing: 2021-03-31
• Regulatory AUM: $188.6M
• Discretionary AUM: $188.6M
• Clients: 7
• Accounts: 693

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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