Neumann Capital Management, LLC

Investment Management - Foster City, California, United States

Neumann Capital Management, LLC Employees
Dan Neumann

Founder and Principal

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Daniel Platt

Partner & Wealth Manager

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Ninette Hereford

Director of Operations & Client Services

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Neumann Capital Management, LLC Senior Management
Dan Neumann

Founder and Principal

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Neumann Capital Management, LLC Details

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.

Neumann Capital Management, LLC logo, Neumann Capital Management, LLC contact details
Employees: 5
HQ: (650) 548-9200
Location: Foster City, California, United States
Revenue:
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