Neumann Capital Management
Neumann Capital Management (CRD# 112182) is a financial advisory firm headquartered in Foster City, CA. They manage $443,879,566 in 561 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management444MILLION
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Total Number of Accounts561ACCOUNTS
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Average Account Value$791,229
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, TX
Daniel Neumann (CRD# 1121011) is an Investment Advisor Representative working at Neumann Capital Management in Foster City, CA and has over 40 years of experience in the finance industry.
Ekaterina Atanassov (CRD# 7355178) is an Investment Advisor Representative working at Neumann Capital Management in Foster City, CA and has 1 year of experience in the finance industry.
Caroline Gorham (CRD# 7355176) is an Investment Advisor Representative working at Neumann Capital Management in Foster City, CA and has 1 year of experience in the finance industry.