NIEMANN INVESTMENTS LLC
Firm details
- Headquarters
- RIVERTON, Utah
- CRD number
- 316602
- Website
- www.niemanninvestments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.28%
- Individuals31.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Niemann Investments LLC is a small, privately owned investment advisory organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm is owned by an individual principal and bills clients with a combination of percentage-of-assets fees and performance-based fees. It does not present itself as a multi-state adviser or an ESG-focused manager, and it is not classified as a capital allocator. Service offerings center on discretionary portfolio management rather than institutional consulting. The client base is primarily high-net-worth individuals and families, and the advisor reports managing accounts directly rather than acting as a third-party allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents15%
- Derivatives2%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1Todd Niemann
FinanceCRD 7433444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RIVERTON, UT
SALT LAKE
Location
RIVERTON, UT
Headquartered in RIVERTON, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 4224 W Park Hollow Ln
- Time zone
- MT (UTC-7)
- Office locations
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