Company Overview
- Headquarters
- 303 Vintage Park Drive Suite 100, Foster City CA
- Website
- neumanncapital.com
- Phone
- (650) 548-****
- Employees
- 5
- Founded in
- 1990
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$1B
Who is Neumann Capital Management
Neumann Capital Management, LLC is a privately held wealth management firm based in Foster City, California. With a team of 5 employees, the company has generated $1 million in revenue. Founded in 1990, Neumann Capital Management specializes in providing investment management and financial planning services. The company caters to high-net-worth families, offering personalized guidance and strategies to help them achieve their financial goals. Their fee-only structure ensures transparency and alignment of interests with their clients. Neumann Capital Management emphasizes collaboration and open communication, encouraging a dynamic exchange of ideas both internally and with clients. As a small, independent firm, Neumann Capital Management prides itself on providing a high level of personalized service. They are dedicated to helping clients achieve financial success and peace of mind through innovative solutions and a commitment to continuous learning and improvement. To learn more about Neumann Capital Management and their services, visit their website at neumanncapital.com.
Neumann Capital Management Tech Stack
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