NIEMANN INVESTMENTS LLC

RIASEC Registered
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$224K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
RIVERTON, Utah
CRD number
316602
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI68.28%
  • Individuals31.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Niemann Investments LLC is a small, privately owned investment advisory organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm is owned by an individual principal and bills clients with a combination of percentage-of-assets fees and performance-based fees. It does not present itself as a multi-state adviser or an ESG-focused manager, and it is not classified as a capital allocator. Service offerings center on discretionary portfolio management rather than institutional consulting. The client base is primarily high-net-worth individuals and families, and the advisor reports managing accounts directly rather than acting as a third-party allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 15%, Derivatives 2%, Non-Investment Grade Corp Bonds 1%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents15%
  • Derivatives2%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Todd Niemann

    FinanceCRD 7433444

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RIVERTON, UT

SALT LAKE

Location

RIVERTON, UT

Headquartered in RIVERTON, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
4224 W Park Hollow Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth