Neumann Capital Management
Neumann Capital Management (CRD# 112182) is a financial advisory firm headquartered in Foster City, CA. They manage $300,401,928 in 505 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management300MILLION
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
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.