Richard Ney & Associates Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 109075
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.5%
- Pension & Profit Sharing Plans17.52%
- Individuals2.97%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Richard Ney & Associates Asset Management, Inc. is a California-registered corporate advisory firm that provides discretionary portfolio management primarily for individuals, families and select institutional clients. The firm is owned by an individual and charges investment management fees based on a percentage of assets under management. Its stated advisory activity focuses on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Mei-lee Ney
PresidentCRD 4357990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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