Overview
Assets Under Management: $506 million
Headquarters: FOSTER CITY, CA
High-Net-Worth Clients: 123
Average Client Assets: $4 million
Frequently Asked Questions
NEUMANN CAPITAL MANAGEMENT, LLC 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 #112182), NEUMANN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NEUMANN CAPITAL MANAGEMENT, LLC is headquartered in FOSTER CITY, CA.
NEUMANN CAPITAL MANAGEMENT, LLC serves 123 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, NEUMANN CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
NEUMANN CAPITAL MANAGEMENT, LLC manages $506 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, NEUMANN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 564
Discretionary Accounts: 564
Regulatory Filings
CRD Number: 112182
Last Filing Date: 2024-03-26 00:00:00
Website: https://neumanncapital.com