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NEUMANN CAPITAL MANAGEMENT
303 Vintage Park Drive, Suite 100
Foster City, California 94404-1167
Tel: 650-548-9200
About NEUMANN CAPITAL MANAGEMENT
NEUMANN CAPITAL MANAGEMENT, formally registered with the SEC as NEUMANN CAPITAL MANAGEMENT. The firm was established in 03/13/1992. They have over 1 offices throughout the country.
NEUMANN CAPITAL MANAGEMENT is a Foster City, California based Financial Planning firm with nearly $506,151,502 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112182 |
| SEC# | 801-41001 |
| Assets Managed by Firm | $506,151,502 |
| No. of Clients | 564 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 564 | $506,151,502 |
| Individuals (other than high net worth individuals) | 54 | $25,574,468 |
| High net worth individuals | 121 | $479,009,989 |
| Charitable organizations | Fewer than 5 clients | $565,297 |
| Corporations or other businesses | Fewer than 5 clients | $1,001,748 |
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