NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC

NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC of ARLINGTON, MA is an SEC-registered investment adviser (CRD 123641). Regulatory assets under management: $37.0M.

Registration

• CRD: 123641
• Type: Registered investment adviser
• Location: 22 MILL STREET, ARLINGTON, MA, 02476
• Phone: 781-641-5700
• Latest filing: 2026-03-04
• Regulatory AUM: $37.0M
• Non-discretionary AUM: $37.0M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123641 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search