Daniel Neumann, financial advisor Foster City CA
96 score

Daniel Neumann

CRD Number: 1121011
Current Firm: Neumann Capital Management

Daniel Neumann (CRD# 1121011) is an Investment Advisor Representative working at Neumann Capital Management in Foster City, CA and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Neumann Capital Management, LLC Foster City, CA Feb 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Daniel J. Neumann
Phone Number: 650-548-9200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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