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Building 2NEUMEIER POMA INVESTMENT COUNSEL LLC

Map pinCARMEL, CA
Phone831-625-6355
NotebookSEC #801-23649
Total AUM
$1.4B
Employees
11
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26435 CARMEL RANCHO BOULEVARD
SUITE 200
CARMEL
CA 93923-8852
United States
Operating Hours
6:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
831-625-6355

ReceiptFinancials

Total AUM
$1.4B
Accounts
109
Discretionary
$1.4B
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$8.6M
HNW Individual Clients
21
AUM
$129.5M
Pooled Vehicle Clients
1
AUM
$66.3M
Pension/Profit Sharing Plan Clients
1
AUM
$161.2M
Charitable Organization Clients
29
AUM
$493.5M
Government Entity Clients
6
AUM
$483.3M
Corporation or Business Clients
1
AUM
$32.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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