Overview
Assets Under Management: $506 million
Headquarters: FOSTER CITY, CA
High-Net-Worth Clients: 123
Average Client Assets: $4 million
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