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NEUMANN CAPITAL MANAGEMENT, LLC
NEUMANN CAPITAL MANAGEMENT, LLC
NEUMANN CAPITAL MANAGEMENT
FOSTER CITY, California
·
6 registered advisors
·
CRD# 112182
SEC# 801-41001
0
650-548-9200
01
Firm Overview
AUM
$506M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at NEUMANN CAPITAL MANAGEMENT, LLC
6 registered advisors
Caroline Amanda Connor Gorham
FOSTER CITY, California
CRD# 7355176
Daniel Gerald Platt
FOSTER CITY, California
CRD# 4772200
Daniel John Neumann
FOSTER CITY, California
CRD# 1121011
David Allen Richardson
FOSTER CITY, California
CRD# 4515522
Ekaterina Dimitrova Atanassov
FOSTER CITY, California
CRD# 7355178
Ninette Marie Hereford
FOSTER CITY, California
CRD# 702689
05
Office Locations
FOSTER CITY, California
6 advisors
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Data sourced from SEC Form ADV filings. NEUMANN CAPITAL MANAGEMENT, LLC (CRD# 112182) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.