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Peter Lindsay Neumeier

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

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
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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
No disclosures on file
View on FINRA BrokerCheck →

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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 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, LLCDonna Hagerty — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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