Southland Equity Partners, LLC

Overview

Southland Equity Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2010 and operates as a limited liability company under individual ownership. The firm positions itself as a capital allocator for individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Southland identifies as a non-ESG active investor and lists an insurance company among its industry affiliations.

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Public Holdings

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Location & Offices