Southern Trust Financial Planning Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Southern Trust Financial Planning General Information

Description

Operator of a financial planning firm focused on the client's overall financial planning goals. The company specializes in providing objective financial planning and investment management, helping clients grow and protect their assets.

Contact Information

Website
www.southerntrustfinancial.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 1943 Morrill Street
  • Suite 1
  • Sarasota, FL 34236
  • United States
Primary Industry
Other Financial Services
Acquirer
Beacon Pointe Advisors
Corporate Office
  • 1943 Morrill Street
  • Suite 1
  • Sarasota, FL 34236
  • United States

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Southern Trust Financial Planning Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Southern Trust Financial Planning FAQs

  • When was Southern Trust Financial Planning founded?

    Southern Trust Financial Planning was founded in 2004.

  • Where is Southern Trust Financial Planning headquartered?

    Southern Trust Financial Planning is headquartered in Sarasota, FL.

  • What industry is Southern Trust Financial Planning in?

    Southern Trust Financial Planning’s primary industry is Other Financial Services.

  • Is Southern Trust Financial Planning a private or public company?

    Southern Trust Financial Planning is a Private company.

  • What is Southern Trust Financial Planning’s current revenue?

    The current revenue for Southern Trust Financial Planning is .

  • When was Southern Trust Financial Planning acquired?

    Southern Trust Financial Planning was acquired on 01-Jan-2021.

  • Who acquired Southern Trust Financial Planning?

    Southern Trust Financial Planning was acquired by Beacon Pointe Advisors.

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