Neuenschwander Asset Management, LLC
Firm details
- Headquarters
- Mcfarland, Wisconsin
- CRD number
- 125179
- Registered since
- April 29, 2022
- Website
- www.namadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.42%
- Individuals46.37%
- Charitable Organizations0.2%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Neuenschwander Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2022. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator. Its advisory scope centers on portfolio management for individuals and small businesses and on selecting sub‑advisers or other investment managers. Billing arrangements include AUM‑based fees as well as fixed fees. The firm's regulatory filing lists accountant among its business activities and indicates it does not market itself as an active ESG investor.
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
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents19%
- US Government Bonds7%
- Exchange Traded Equities2%
- State & Local Bonds1%
Owners & executives
1 of 1
James Murphy
Chief Compliance OfficerCRD 5429513
Contacts
2 of 2
Timothy Neuenschwander
Certified Financial PlannerCRD 5455364
Roy Neuenschwander
Managing MemberCRD 4631209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mcfarland, WI
Dane
Location
Mcfarland, WI
Headquartered in Mcfarland, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 4893 Larson Beach Rd
- Time zone
- CT (UTC-6)
- Office locations
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