Overview
Assets Under Management: $112 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 9
Average Client Assets: $11.7 million
Frequently Asked Questions
NEEDELMAN ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110329), NEEDELMAN ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
NEEDELMAN ASSET MANAGEMENT INC is headquartered in NEWPORT BEACH, CA.
NEEDELMAN ASSET MANAGEMENT INC serves 9 high-net-worth clients according to their SEC filing dated May 16, 2018. View client details ↓
According to their SEC Form ADV, NEEDELMAN ASSET MANAGEMENT INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NEEDELMAN ASSET MANAGEMENT INC manages $112 million in client assets according to their SEC filing dated May 16, 2018.
According to their SEC Form ADV, NEEDELMAN ASSET MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.78%
Average Client Assets: $11.7 million
Total Client Accounts: 38
Discretionary Accounts: 38
Regulatory Filings
CRD Number: 110329
Filing ID: 1214573
Last Filing Date: 2018-05-16 18:46:00