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SOUTHLAND INVESTMENTS
NIEMANN, ULLI GERHARD
CRD 134478
16168 BEACH BLVD. #201, HUNTINGTON BEACH, CA, 92647, United States
Phone
714-841-5804
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.5M
Discretionary AUM
$24.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $19.2M |
| High net worth individuals | 2 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD