$23.3M Total AUM
$23.3M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
14 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Legacy signal
- Established Date
- 09-21-2011
- Office Locations
- 1
Office Locations
-- Syracuse IN
About Lakeland Investment Advisors, Llc.
Lakeland Investment Advisors is an independent RIA providing investment management, account analysis, and financial planning, with custom portfolios built for each client. The firm’s SMA allocations are primarily ETF-based, and accounts are custodied through Trade-PMR and First Clearing.
Team overview
49 AVG AGE
$23.3M AVG AUM / ADVISOR
$136.8K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Value meridian Pioneer oak
Client Personas
Momentum zenith
Custodian
Peak optima Eagle
Investment Themes
Vital Atlas quantum Momentum
Investment Vehicles
Summit timber Vertex
Services
Beacon matrix Element delta Value Matrix Crest Ember
Technology
Vector
Owner & Executives
MATTHEW GARRY RINGLER
President
- CRD
- #3150870
- Ownership
- 75% or more
(259) 853-9958
crest.zenith@northcapital.com
in linkedin.com/in/vertex-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,264,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,264,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,264,000
Equity - Exchange:
29.2% Cash:
70.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,812,525,003 | 29.2% |
| Cash | $4,394,752,405 | 70.8% |
| Total | $6,207,277,408 | 100.0% |