S
CRD: 134478
Southland Investments
$24.5M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
2 Employees
83 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-1993
- Office Locations
- 2
Office Locations
16168 Beach Blvd. #201 Huntington Beach CA
-- Roslyn Heights NY
About Southland Investments
Southland Investments is a Huntington Beach-based RIA with 2 offices. The firm has been operating for 33 years. Managing $24.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$295.6K AVG AUM / CLIENT
19.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ULLI GERHARD NIEMANN
Owner
- CRD
- #2306009
- Ownership
- 75% or more
Available
Available
Available
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GEORGE ALLAN SPRITZER
Registered Investment Advisor
- CRD
- #5258536
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,534,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,534,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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