$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2022
- Office Locations
- 1
Office Locations
4224 W Park Hollow LN Riverton UT
About Niemann Investments LLC
Niemann Investments LLC is a Utah-registered RIA providing portfolio management for a friends-and-family client base, focused on public equities and equity ETFs. The firm’s stated approach centers on improving the accuracy of financial-asset pricing to support market efficiency and capital allocation, and it primarily custodies at Interactive Brokers.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$372.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to see real insight on value vertex.
Request access to benchmark trends tied to alpha prime.
Unlock to compare peer behavior around foundation capital.
Request access to benchmark trends tied to unison value.
Unlock to compare peer behavior around harbor summit.
Upgrade to reveal position-level detail across ridge eagle.
Premium access reveals conviction themes in ridge beacon capital.
Premium access reveals conviction themes in atlas north.
Asset Classes
Timber radial Timber Ember legacy Signal pathway
Client Personas
Atlas
Investment Themes
Matrix Ember value
Investment Vehicles
Beacon Wave
Services
Matrix zenith Meridian Summit
Owner & Executives
T
Todd Aaron Niemann
Associate, Chief Compliance Officer, President
- CRD
- #7433444
- Ownership
- 75% or more
(698) 713-9029
timber.glacier@focuscapital.com
in linkedin.com/in/zenith-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,593,102 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,593,102 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,593,102
Equity - Exchange:
9.7% Cash:
9.1% Derivatives:
37.7% Corporate - Non-Investment Grade:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $528,797,080 | 9.7% |
| Cash | $496,087,982 | 9.1% |
| Derivatives | $2,055,221,641 | 37.7% |
| Corporate - Non-Investment Grade | $2,371,409,585 | 43.5% |
| Total | $5,451,516,288 | 100.0% |