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NEUMANN CAPITAL MANAGEMENT
NEUMANN CAPITAL MANAGEMENT, LLC
CRD 112182 · SEC 801-41001
303 VINTAGE PARK DRIVE, SUITE 100, FOSTER CITY, CA, 94404-1167, United States
Phone
650-548-9200
Fax
650-548-9209
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$630.3M
Discretionary AUM
$630.3M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $26.6M |
| High net worth individuals | 128 | $602.7M |
States served
CA, IL, OR, TX
All web addresses on file
Official SEC filing: View on IAPD