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NEOS INVESTMENTS
13 Riverside Avenue
Westport, Connecticut 06880
Tel: 203-298-7300
About NEOS INVESTMENTS
NEOS INVESTMENTS, formally registered with the SEC as NEOS INVESTMENTS. The firm was established in 07/15/2022. They have over 1 offices throughout the country.
NEOS INVESTMENTS is a Westport, Connecticut based Financial Planning firm with nearly $1,359,531,463 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321256 |
| SEC# | 801-126101 |
| Assets Managed by Firm | $1,359,531,463 |
| No. of Clients | 20 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $1,359,531,463 |
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