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Ekaterina Dimitrova Atanassov

NEUMANN CAPITAL MANAGEMENT, LLC·FOSTER CITY, California
Clean recordNEUMANN CAPITAL MANAGEMENT, LLC
303 VINTAGE PARK DRIVE, SUITE 100, FOSTER CITY, CA 94404-1167CRD# 7355178Firm CRD# 112182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ekaterina Dimitrova Atanassov · FOSTER CITY, CA
Registration
CRD #7355178 · NEUMANN CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ekaterina Dimitrova Atanassov 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
Introduction

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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# 7355178
Firm CRD# 112182
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ekaterina Dimitrova Atanassov offer?
Ekaterina Dimitrova Atanassov specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.
What are Ekaterina Dimitrova Atanassov's credentials?
Ekaterina Dimitrova Atanassov is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ekaterina Dimitrova Atanassov located?
Ekaterina Dimitrova Atanassov 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 Ekaterina Dimitrova Atanassov charge for services?
Ekaterina Dimitrova Atanassov'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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Other Advisors at NEUMANN CAPITAL MANAGEMENT, LLC

Ninette Marie Hereford
FOSTER CITY, CA
Caroline Amanda Connor Gorham
FOSTER CITY, CA
David Allen Richardson
FOSTER CITY, CA
Daniel Gerald Platt
FOSTER CITY, CA
Daniel John Neumann
FOSTER CITY, CA

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Research
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