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NEO INVESTMENT COUNSEL, LLC
CRD 309018
2000 AUBURN DRIVE SUITE 200, CLEVELAND, OH, 44122, United States
Phone
(216) 250-1410
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$81.3M
Discretionary AUM
$77.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.1M |
| High net worth individuals | 15 | $66.3M |
Official SEC filing: View on IAPD