CRD: 125179
Neuenschwander Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2007
- Office Locations
- 1
Office Locations
About Neuenschwander Asset Management, LLC
Neuenschwander Asset Management (NAM Advisors) is a McFarland, WI fee-only RIA serving individuals, families, and business owners with integrated wealth management and tax preparation. The firm provides retirement, tax, education, charitable, and estate planning alongside ongoing portfolio management using a straightforward, low-cost, evidence-based approach aimed at capturing long-term market returns. Custody commonly via Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY JAMES NEUENSCHWANDER
Advisor, Managing Member, Owner
- CRD
- #5455364
- Ownership
- 50% but less than 75%
JAMES VINCENT MURPHY III
Chief Compliance Officer, Owner
- CRD
- #5429513
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,511,055 | $287,270 |
| Non-Discretionary | $0 | -- |
| Total | $173,511,055 | $287,270 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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