Southland Equity Partners, LLC

Southland Equity Partners, LLC (CRD# 154481) is a financial advisory firm headquartered in Charlottesville, VA. They manage $636,443,384 in 2,714 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
Po Box 7323, Charlottesville, VA 22906
http://www.westernreservecm.com
By the Numbers
  • Total Assets Under Management
    636
    MILLION
  • Total Number of Accounts
    2,714
    ACCOUNTS
  • Average Account Value
    $234,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, HI, ID, KY, MO, NC, NY, OH, TN, VA, WI, WV

Financial Advisors at Southland Equity Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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