D
CRD: 113095
Douglas Brian Neyland
SAN Diego, CA
8585690244
$7.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-02-1998
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Douglas Brian Neyland
Douglas Brian Neyland is a SAN Diego-based RIA. The firm has been operating for 27 years. Managing $7.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
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Owner & Executives
D
DOUGLAS BRIAN NEYLAND
Owner, Vice President
- CRD
- #2307088
- Ownership
- 75% or more
(270) 729-9270
vital.prime@alphacapital.com
in linkedin.com/in/atlas-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,483,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $7,483,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,483,000
Equity - Exchange:
36.4% Cash:
63.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,174,680,064 | 36.4% |
| Cash | $2,052,462,969 | 63.6% |
| Total | $3,227,143,033 | 100.0% |