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NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC
CARMEL, California
·
5 registered advisors
·
CRD# 110672
SEC# 801-23649
0
831-625-6355
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at NEUMEIER POMA INVESTMENT COUNSEL LLC
5 registered advisors
Brian David Poma
CARMEL, California
CRD# 5575805
Darcy Leonard Blackburn
CARMEL, California
CRD# 6488221
Donna Hagerty
CARMEL, California
CRD# 6010621
Gillian Barbara Neumeier
CARMEL, California
CRD# 4386708
Peter Lindsay Neumeier
CARMEL, California
CRD# 4386704
05
Office Locations
CARMEL, California
5 advisors
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Data sourced from SEC Form ADV filings. NEUMEIER POMA INVESTMENT COUNSEL LLC (CRD# 110672) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.