Daniel NeumannCRD 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Neumann Capital Management, LLC||Foster City, CA||Feb 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management300MILLIONS
Total Number of Accounts505ACCOUNTS
Average Account Value$594,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses