NEUMEIER POMA INVESTMENT COUNSEL LLC

26435 Carmel Rancho Boulevard
Suite 200
Carmel, California 93923-8852
Tel: 831-625-6355

About NEUMEIER POMA INVESTMENT COUNSEL LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC, formally registered with the SEC as NEUMEIER POMA INVESTMENT COUNSEL LLC. The firm was established in 03/04/1985. They have over 1 offices throughout the country.

NEUMEIER POMA INVESTMENT COUNSEL LLC is a Carmel, California based Financial Planning firm with nearly $1,275,914,769 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110672
SEC#	801-23649
Assets Managed by Firm	$1,275,914,769
No. of Clients	115
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	115	$1,275,914,769
Individuals (other than high net worth individuals)	21	$9,088,829
High net worth individuals	21	$138,342,899
Pension and profit sharing plans	Fewer than 5 clients	$168,503,769
Charitable organizations	27	$472,045,173
Corporations or other businesses	Fewer than 5 clients	$36,305,791

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