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NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
CRD 123641
22 MILL STREET, SUITE 303, ARLINGTON, MA, 02476, United States
Phone
781-641-5700
Fax
617-812-2594
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $9.5M |
| High net worth individuals | 18 | $27.5M |
All web addresses on file
Official SEC filing: View on IAPD