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Building 2NEEDELMAN ASSET MANAGEMENT INC

Map pinIRVINE, CA
Phone949-453-1333
NotebookSEC #801-9755
Total AUM
$72.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 PACIFICA
SUITE 140
IRVINE
CA 92618
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
949-453-1333

ReceiptFinancials

Total AUM
$72.4M
Accounts
45
Discretionary
$36.7M
Accounts
44
Non-Discretionary
$35.7M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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