Neumeier Poma Investment Counsel LLC

RIASEC RegisteredEst. 1985

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$12.6M

Accounts

109

Employees

Advisory reps

Firm details

Headquarters: Carmel, California
CRD number: 110672
Registered since: March 4, 1985
Website: www.npsmallvalue.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Charitable Organizations35.9%
State / Municipal Government35.15%
Pension & Profit Sharing Plans11.73%
HNWI9.42%
Pooled Investment Vehicles4.82%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Neumeier Poma Investment Counsel LLC is an SEC‑registered investment adviser (registered in 1985) that provides fee‑based portfolio management to individuals, families and institutional clients. The firm’s advisory scope includes separately managed accounts for individuals and small businesses, portfolio management for pooled investment vehicles, and investment management for businesses and institutions. It charges clients on a percentage‑of‑assets basis and does not identify as an active ESG investor or a pension consultant. The firm is not described as a capital allocator and is not registered as a multistate adviser in the source data.