NEUMEIER POMA INVESTMENT COUNSEL LLC

RIASEC RegisteredEst. 1985

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$12.6M

Accounts

109

Employees

Advisory reps

Firm details

Headquarters: CARMEL, California
CRD number: 110672
Registered since: March 4, 1985
Website: www.npsmallvalue.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Charitable Organizations35.9%
State / Municipal Government35.15%
Pension & Profit Sharing Plans11.73%
HNWI9.42%
Pooled Investment Vehicles4.82%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Neumeier Poma Investment Counsel LLC is an SEC-registered investment adviser organized as an LLC and operating since 1985. The firm charges clients on a percentage-of-AUM basis and provides discretionary portfolio management to individuals and families, pooled investment vehicles, and business or institutional clients. It reports a primary orientation toward equities and is not identified as an active ESG investor. The firm is structured with domestic entity and individual ownership and is not classified as a capital allocator or multi-state adviser in its filings.