O
$76.9M Total AUM
$74.6M Disc. AUM
-- 3Y CAGR
3 Employees
73 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-1998
- Office Locations
- 1
Office Locations
6160 Warren Parkway Suite 100 Frisco TX
About Olimpio NEU & Associates, Inc.
Olimpio NEU & Associates, Inc. is a Frisco-based RIA. The firm has been operating for 27 years. Managing $76.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
76 AVG AGE
$38.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
27.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN CHRISTOPHER NEU
Chief Compliance Officer, President, Product Manager
- CRD
- #4476634
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SALVATORE JULIO OLIMPIO
Chief Executive Officer, President
- CRD
- #2666191
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,570,649 | $474,825 |
| Non-Discretionary | $2,316,504 | $26,500 |
| Total | $76,887,153 | $465,768 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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