AdvisorOS Directory
Claim Profile
HN

Harvey Neiman

NEIMAN FUNDS MANAGEMENT LLC·WILLIAMSVILLIE, New York
Unclaimed Profile
305 SPINDRIFT DRIVE, WILLIAMSVILLIE, NY 14221CRD# 2368983Firm CRD# 151749
01

About

Harvey Neiman is a registered financial advisor based in WILLIAMSVILLIE, New York, affiliated with NEIMAN FUNDS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
NEIMAN FUNDS MANAGEMENT LLC
NEIMAN FUNDS MANAGEMENT LLC
AUM
$34M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEIMAN FUNDS MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2368983
Firm CRD# 151749
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSVILLIE?

Browse all registered financial advisors in WILLIAMSVILLIE, New York or claim this profile if it's yours.

Browse WILLIAMSVILLIE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Harvey Neiman offer?
Harvey Neiman specializes in Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSVILLIE, New York for a consultation.
What are Harvey Neiman's credentials?
Harvey Neiman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harvey Neiman located?
Harvey Neiman is based in WILLIAMSVILLIE, New York, working with NEIMAN FUNDS MANAGEMENT LLC. Their office serves clients in the WILLIAMSVILLIE metropolitan area and surrounding communities.
How does Harvey Neiman charge for services?
Harvey Neiman'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 NEIMAN FUNDS MANAGEMENT LLC?
NEIMAN FUNDS MANAGEMENT LLC has approximately 3 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile