National Retirement Planning Experts

National Coverage
Local Professionals

MSOUTH EQUITY PARTNERS, LLC

Two Buckhead Plaza, 3050 Peachtree Road Nw
Suite 550
Atlanta, Georgia 30305
Tel: 404-816-3255

Need a Financial Advisor?
Compare Vetted Advisors

About MSOUTH EQUITY PARTNERS, LLC

MSOUTH EQUITY PARTNERS, LLC, formally registered with the SEC as MSOUTH EQUITY PARTNERS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

MSOUTH EQUITY PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,562,841,879 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157601
SEC#801-73504
Assets Managed by Firm$1,562,841,879
No. of Clients3
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$1,562,841,879

More Retirement Planning firms in Atlanta, Georgia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Atlanta, Georgia