N
$6.7M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-1994
- Office Locations
- 1
Office Locations
-- Concord MA
About Neumeier Capital Management, INC
Neumeier Capital Management, INC is a Concord-based RIA. The firm has been operating for 32 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
62 AVG AGE
$6.7M AVG AUM / ADVISOR
$420.1K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
STEPHEN ALLAN NEUMEIER
Portfolio Manager, President
- CRD
- #1320155
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,612,529 | -- |
| Non-Discretionary | $2,109,173 | -- |
| Total | $6,721,702 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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