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).

By the Numbers
  • Total Assets Under Management
    444
    MILLION
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $791,229
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
The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Neumann Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Daniel J. Neumann
CRD#: 1121011
303 Vintage Park Drive, Suite 100, Foster City, CA 94404

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.

2
Ekaterina D. Atanassov
CRD#: 7355178
303 Vintage Park Drive, Suite 100, Foster City, CA 94404

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.

3
Caroline A. Gorham
CRD#: 7355176
303 Vintage Park Drive, Suite 100, Foster City, CA 94404

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.

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