Southland Investments

Southland Investments (CRD# 134478) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $22,944,425 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

16168 Beach Blvd. #201, Huntington Beach, CA 92647

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By the Numbers

Total Assets Under Management

23

MILLION
Total Number of Accounts

115

ACCOUNTS
Average Account Value

$199,517

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Southland Investments

Showing 1 - 2 of 2 top financial advisors.

Ulli G. Niemann

CRD#: 2306009

16168 Beach Blvd. #201, Huntington Beach, CA 92647

Ulli Niemann (CRD# 2306009) is an Investment Advisor Representative working at Southland Investments in Huntington Beach, CA and has 1 year of experience in the finance industry.

George A. Spritzer

CRD#: 5258536

16168 Beach Blvd. #201, Huntington Beach, CA 92647

George Spritzer (CRD# 5258536) is an Investment Advisor Representative working at Southland Investments in Huntington Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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