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Donna Hagerty

NEUMEIER POMA INVESTMENT COUNSEL LLC·CARMEL, California
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26435 CARMEL RANCHO BLVD, CARMEL, CA 93923CRD# 6010621Firm CRD# 110672
01

About

Donna Hagerty is a registered financial advisor based in CARMEL, California, affiliated with NEUMEIER POMA INVESTMENT COUNSEL LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC
AUM
$1.3B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at NEUMEIER POMA INVESTMENT COUNSEL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6010621
Firm CRD# 110672
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donna Hagerty offer?
Donna Hagerty specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, California for a consultation.
What are Donna Hagerty's credentials?
Donna Hagerty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Hagerty located?
Donna Hagerty is based in CARMEL, California, working with NEUMEIER POMA INVESTMENT COUNSEL LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Donna Hagerty charge for services?
Donna Hagerty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEUMEIER POMA INVESTMENT COUNSEL LLC?
NEUMEIER POMA INVESTMENT COUNSEL LLC has approximately 11 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARMEL
Brian David Poma — NEUMEIER POMA INVESTMENT COUNSEL LLCHoward Carl Given — GIVEN CAPITAL MANAGEMENT, LLCCurt Alan Breitfuss — ASTERA FINANCIAL GROUP, LLCJulie Breitfuss — ASTERA FINANCIAL GROUP, LLCPeter Lindsay Neumeier — NEUMEIER POMA INVESTMENT COUNSEL LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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