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).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $594,855
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Neumann Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Neumann
CRD#: 1121011
303 Vintage Park Drive, Suite 100, Foster City, CA 94404
96
Wealthminder
score

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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