SOUTHLAND INVESTMENTS

SOUTHLAND INVESTMENTS of HUNTINGTON BEACH, CA is an SEC-registered investment adviser (CRD 134478). Regulatory assets under management: $24.5M.

Registration

• CRD: 134478
• Type: Registered investment adviser
• Location: 16168 BEACH BLVD. #201, HUNTINGTON BEACH, CA, 92647
• Phone: 714-841-5804
• Latest filing: 2026-03-17
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 2
• Accounts: 84

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134478 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search