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Building 2SOUTHLAND EQUITY PARTNERS, LLC.

Map pin
Phone770.998.5879
NotebookSEC #801-71977
Total AUM
$891.5M
Employees
22
Clients
1,766

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
770.998.5879
Other Offices
17

ReceiptFinancials

Total AUM
$891.5M
Accounts
2,754
Discretionary
$891.5M
Accounts
2,754
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,731
AUM
$675.9M
HNW Individual Clients
35
AUM
$215.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHIKYLAMONCNYOHTNTXVAWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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