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NEUMEIER POMA INVESTMENT COUNSEL LLC
CRD 110672 · SEC 801-23649
26435 CARMEL RANCHO BOULEVARD, SUITE 200, CARMEL, CA, 93923-8852, United States
Phone
831-625-6355
Fax
831-625-6320
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.37B
Team
11 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $8.6M |
| High net worth individuals | 21 | $129.5M |
| Pooled investment vehicles | 1 | $66.3M |
| Charitable organizations | 29 | $493.5M |
| State/municipal entities | 6 | $483.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD