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Daniel John Neumann

NEUMANN CAPITAL MANAGEMENT, LLC·FOSTER CITY, California
Unclaimed Profile
303 VINTAGE PARK DRIVE, SUITE 100, FOSTER CITY, CA 94404-1167CRD# 1121011Firm CRD# 112182
01

About

Daniel John Neumann is a registered financial advisor based in FOSTER CITY, California, affiliated with NEUMANN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEUMANN CAPITAL MANAGEMENT, LLC
NEUMANN CAPITAL MANAGEMENT
AUM
$506M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NEUMANN CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1121011
Firm CRD# 112182
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel John Neumann offer?
Daniel John Neumann specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.
What are Daniel John Neumann's credentials?
Daniel John Neumann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel John Neumann located?
Daniel John Neumann is based in FOSTER CITY, California, working with NEUMANN CAPITAL MANAGEMENT, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Daniel John Neumann charge for services?
Daniel John Neumann'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 NEUMANN CAPITAL MANAGEMENT, LLC?
NEUMANN CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $506M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Dennis J. O'connell — BAILARD, INC.Lior Kosovski — IEQ CAPITAL, LLCDonal Denis Delaney — IIF MANAGEMENT COMPANY, LLCRonald Walter Kaiser — BAILARD, INC.Ariel Tseitlin — SCALE MANAGEMENT, 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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