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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