Neumann Capital Management is an investment advisor in Foster City with $515.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271639553
SEC advisor number
801-41001
FINRA CRD number
112182
AUM ?
$506.15 mm
(as of 26 Mar 24)
Accounts
564
(as of 26 Mar 24)
Employees
4
(4 investment advisory or research)
Address
Neumann Capital Management
303 VINTAGE PARK DRIVE
SUITE 100
FOSTER CITY
CA 94404
303 VINTAGE PARK DRIVE
SUITE 100
FOSTER CITY
CA 94404
Phone
650-548-9200
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22