This document is a financial account summary report for Southern Financial LLC, prepared by Deutsche Bank Alex. Brown for the quarter ending December 31, 2013. It includes detailed information on account performance, asset allocation, top holdings, and transactions. The report highlights a significant increase in the account value due to net contributions and income earned. It also provides a breakdown of asset allocation and top account holdings, along with performance summaries and important disclosures.
documents/vol00010-efta01288458-pdf.pdf
{"title":"Deutsche Bank Alex. Brown Private Wealth Management Account Summary Report","key_people":["Tazia Smith"],"document_date":"2013-12-31","document_type":"financial","key_locations":["New York, NY","St. Thomas, VI"],"document_subtype":"Account Summary Report","key_organizations":["Deutsche Bank Alex. Brown","Southern Financial LLC"],"reference_numbers":["N4G-023804"]}