Olimpio Neu & Associates, Inc.
Olimpio Neu & Associates, Inc. (CRD# 114752) is a financial advisory firm headquartered in Dallas, TX. They manage $53,756,771 in 268 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts268ACCOUNTS
Average Account Value$200,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Brian Neu (CRD# 4476634) is an Investment Advisor Representative working at Olimpio Neu & Associates, Inc. in Dallas, TX and has over 18 years of experience in the finance industry. Brian Neu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Salvatore Olimpio (CRD# 2666191) is an Investment Advisor Representative working at Olimpio Neu & Associates, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.