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HARREN EQUITY PARTNERS, LLC

The Gleason Building
200 Garrett Street, Suite F
Charlottesville, Virginia 22902-5662
Tel: 434-245-5800

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About HARREN EQUITY PARTNERS, LLC

HARREN EQUITY PARTNERS, LLC, formally registered with the SEC as HARREN EQUITY PARTNERS, LLC. The firm was established in 03/28/2012. They have over 1 offices throughout the country.

HARREN EQUITY PARTNERS, LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $799,084,794 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158494
SEC#801-74107
Assets Managed by Firm$799,084,794
No. of Clients7
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$799,084,794

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