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Neumann Capital Management

EST. AUM
$630,287,808

CONTACTS
3

CLIENT ACCOUNTS
609

Firm Details

Metro area San Francisco
CRD Number 112182
Website neumanncapital.com
Client types

Overview

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. The firm has a dynamic and collaborative team culture dedicated to the financial success of its clients. As a small independent, fee-only firm, it is committed to helping its clients achieve peace of mind by providing them with the highest level of personalized service. Neumann Capital Management values innovation and continuous learning. It encourages an open and honest exchange of ideas amongst its team and with its clients. For the health and well-being of its employees, the firm values an appropriate work/life balance.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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