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Building 2NEUMANN CAPITAL MANAGEMENT

Map pinFOSTER CITY, CA
Phone650-548-9200
NotebookSEC #801-41001
Total AUM
$630.3M
Employees
4
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 VINTAGE PARK DRIVE, SUITE 100
FOSTER CITY
CA 94404-1167
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
650-548-9200
Other Offices
4

ReceiptFinancials

Total AUM
$630.3M
Accounts
609
Discretionary
$630.3M
Accounts
609
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$26.6M
HNW Individual Clients
128
AUM
$602.7M
Charitable Organization Clients
1
AUM
$556.1K
Corporation or Business Clients
1
AUM
$343.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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