RIA IntelAdvisersMassachusettsNEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC

NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC

Advisory

ARLINGTON, MA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in MA
#1,224
of 1,590 advisers by AUM
Average account
$403K
across 92 accounts
AUM per adviser
$37M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$37M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$37M
Discretionary AUM$0
Non-Discretionary AUM$37M
Discretionary %0%
Total Clients36
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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