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SOUTHLAND EQUITY PARTNERS, LLC.
CRD 154481 · SEC 801-71977
CA, United States
Phone
770.998.5879
Fax
770.992.2190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$891.5M
Discretionary AUM
$891.5M
Team
22 total employees; 21 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1731 | $675.9M |
| High net worth individuals | 35 | $215.6M |
States served
CA, KY, LA, NY, NC, OH, TN, VA, WV, MO, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD