Southland Equity Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154481
- Registered since
- November 17, 2010
- Website
- www.westernreservecm.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.82%
- HNWI24.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Southland Equity Partners, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (since 2010) and positions itself as a capital allocator for individual and family clients, offering portfolio management, financial planning, and manager selection services. Its billing combines percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm notes an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds34%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
3 of 25
Alan Crosby
Financial AdvisorCRD 5748777
James Jackson
Registered RepresentativeCRD 5304630
Richard Rebello
Financial AdvisorCRD 4435641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$509M in ETFs
57%
$290M
37%
$219M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US EQUITY POWER BUFFER ETF - MARCH (PMAR) | Innovator | Active | Options Trading | $32.6M | 665,263 | 6.40% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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