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Building 2NEEDELMAN ASSET MANAGEMENT INC

Map pinNEWPORT BEACH, CA
Phone949-717-3400
NotebookSEC #801-113454
Total AUM
$1.6M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 DOVE STREET
SUITE 970
NEWPORT BEACH
CA 92660-2453
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Phone
949-717-3400

ReceiptFinancials

Total AUM
$1.6M
Accounts
1
Discretionary
$1.6M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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