SOUTHERN STYLE FINANCIAL, INC.

SOUTHERN STYLE FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 173836). Regulatory assets under management: $168.0M.

Registration

• CRD: 173836
• SEC file number: 801-123021
• Type: Registered investment adviser
• Location: 7187 NAVAJO ROAD, SUITE B, SAN DIEGO, CA, 92119
• Phone: (619) 419-0238
• Latest filing: 2024-02-27
• Regulatory AUM: $168.0M
• Discretionary AUM: $150.3M
• Non-discretionary AUM: $17.7M
• Clients: 6
• Accounts: 985

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 173836 on SEC IAPD (source of record)
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