Needelman Asset Management is an investment advisor in Newport Beach with $1.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Palley Needelman Asset Management Inc
SEC CIK
IRS number
952857409
SEC advisor number
801-113454
FINRA CRD number
110329
AUM ?
$1.65 mm
(as of 8 Aug 19)
Accounts
1
(as of 8 Aug 19)
Employees
3
(3 investment advisory or research)
Address
Needelman Asset Management
555 CORPORATE DR., STE 105
LADERA RANCH
CA 92694
555 CORPORATE DR., STE 105
LADERA RANCH
CA 92694
Phone
9494531333
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Nov 18
13F-HR
Quarterly holdings report by institutional manager
10 Jul 18
13F-HR
Quarterly holdings report by institutional manager
5 Apr 18
13F-HR
Quarterly holdings report by institutional manager
4 Jan 18
13F-HR
Quarterly holdings report by institutional manager
5 Oct 17
13F-HR
Quarterly holdings report by institutional manager
7 Jul 17
13F-HR
Quarterly holdings report by institutional manager
14 Apr 17
13F-HR
Quarterly holdings report by institutional manager
6 Jan 17
13F-HR
Quarterly holdings report by institutional manager
13 Oct 16
13F-HR
Quarterly holdings report by institutional manager
5 Jul 16