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    Neumann Capital Management, Llc

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    Description

    • Neumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate work/life balance.
    • location

      Headquarters:303 Vintage Park Drive Suite 100, Foster City, California, United States

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    • Neumann Capital Management, Llc phone

      Phone Number: +1 650-548-9200

    • Neumann Capital Management, Llc website

      Website: https://www.neumanncapital.com

    • Neumann Capital Management, Llc employees

      Employees:5

    • Neumann Capital Management, Llc revenue

      Revenue:$1 - 10M

    • Neumann Capital Management, Llc legal name

      Legal Name:Neumann Capital Management, Llc

    • Neumann Capital Management, Llc's Social Media

      Neumann Capital Management, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 522110  |

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    Person level website identification

    Founder And Principal for Neumann Capital Management, Llc

    Dan Neumann

    Founder And Principal

    Person level website visitor identification

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    View Employees

    Dan Neumann

    Founder And Principal

    Daniel Platt

    Partner And Wealth Manager

    Caroline Gorham

    Partner And Wealth Manager

    Ekaterina Atanassov

    Partner And Wealth Manager

    Frequently Asked Questions regarding Neumann Capital Management, Llc

    • Where are Neumann Capital Management, Llc's Headquarters?

      Neumann Capital Management, Llc's Headquarters are in 303 Vintage Park Drive Suite 100,Foster City,California,United States

    • What is Neumann Capital Management, Llc's phone number?

      Neumann Capital Management, Llc's phone number is +1 650-548-9200

    • What is Neumann Capital Management, Llc's official website?

      Neumann Capital Management, Llc's official website is https://www.neumanncapital.com

    • What is Neumann Capital Management, Llc's Revenue?

      Neumann Capital Management, Llc's revenue is $1 - 10M

    • What is Neumann Capital Management, Llc's NAICS code?

      Neumann Capital Management, Llc's NAICS code is 522110

    • How many employees are working in Neumann Capital Management, Llc

      Neumann Capital Management, Llc has 5 employees

    • What is Neumann Capital Management, Llc's Industry?

      Neumann Capital Management, Llc is in the industry of Investment Management

    • Who is Neumann Capital Management, Llc's Founder And Principal?

      Neumann Capital Management, Llc's Founder And Principal is Dan Neumann

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