Neumann Capital Management

Neumann Capital Management (CRD# 112182) is a financial advisory firm headquartered in Foster City, CA. They manage $506,151,502 in 564 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
303 Vintage Park Drive, Suite 100, Foster City, CA 94404
https://neumanncm.portal.tamaracinc.com
By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $897,432
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 - 2 of 2 top financial advisors.
1
Ekaterina Atanassov, financial advisor Foster City CA
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.

2
Caroline Gorham, financial advisor Foster City CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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