CRD: 123641
Neiman & Associates Financial Services, LLC
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- Custodian
- Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- FrontierPeak vital +more
- Established Date
- 11-21-2002
- Office Locations
- 1
Office Locations
About Neiman & Associates Financial Services, LLC
Neiman & Associates Financial Services is a fee-only, Boston-area boutique providing integrated financial planning and investment advisory. The firm works with individuals and families—including LGBTQ+ clients and allies, non-traditional couples, and women taking control of their finances—with a focus on values-aligned investing and impact goals. Founder Debra Neiman co-authored "Money Without Matrimony" for unmarried couples.
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Owner & Executives
DEBRA ALYSE NEIMAN
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #2754473
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $37,038,000 | -- |
| Total | $37,038,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,038,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,714,379,780 | 51.4% |
| Public Funds | $750,458,075 | 22.5% |
| Cash | $870,531,367 | 26.1% |
| Total | $3,335,369,222 | 100.0% |