Neuenschwander Asset Management, LLC

Overview

Neuenschwander Asset Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2022. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its fee model includes percentage-of-AUM and fixed-fee arrangements. Neuenschwander combines advisory work with accounting-related business activities and lists its advisory services as portfolio management for individuals and small businesses plus selection of other advisers. The firm is not positioned as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices