The Gleason Building
200 Garrett Street, Suite F
Charlottesville, Virginia 22902-5662
Tel: 434-245-5800
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158494 |
SEC# | 801-74107 |
Assets Managed by Firm | $799,084,794 |
No. of Clients | 7 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7 | $799,084,794 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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