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Peter Lindsay Neumeier

NEUMEIER POMA INVESTMENT COUNSEL LLC·CARMEL, California
Clean recordNEUMEIER POMA INVESTMENT COUNSEL LLC
26435 CARMEL RANCHO BOULEVARD, CARMEL, CA 93923-8852CRD# 4386704Firm CRD# 110672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Lindsay Neumeier · CARMEL, CA
Registration
CRD #4386704 · NEUMEIER POMA INVESTMENT COUNSEL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Lindsay Neumeier 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.

02

Focus Areas

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

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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# 4386704
Firm CRD# 110672
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Lindsay Neumeier offer?
Peter Lindsay Neumeier specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, California for a consultation.
What are Peter Lindsay Neumeier's credentials?
Peter Lindsay Neumeier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Lindsay Neumeier located?
Peter Lindsay Neumeier 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 Peter Lindsay Neumeier charge for services?
Peter Lindsay Neumeier'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 at NEUMEIER POMA INVESTMENT COUNSEL LLC

Gillian Barbara Neumeier
CARMEL, CA
Donna Hagerty
CARMEL, CA
Brian David Poma
CARMEL, CA
Darcy Leonard Blackburn
CARMEL, CA

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Research
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