HARREN EQUITY PARTNERS, LLC

CHARLOTTESVILLE, Virginia·4 registered advisors·CRD# 158494
SEC# 801-741070434-245-5800
01

Firm Overview

AUM
$799M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at HARREN EQUITY PARTNERS, LLC

4 registered advisors
Baron Taylor Arnold
CHARLOTTESVILLE, Virginia
Lee J Monahan
CHARLOTTESVILLE, Virginia
Thomas A Carver
CHARLOTTESVILLE, Virginia
Travis Matthew Lohr
CHARLOTTESVILLE, Virginia
05

Office Locations

CHARLOTTESVILLE, Virginia
4 advisors

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Data sourced from SEC Form ADV filings. HARREN EQUITY PARTNERS, LLC (CRD# 158494) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.