FIND A NEUCO ACADEMY LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 337820
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for NEUCO ACADEMY LLC Comes From
Understanding the Statistics for NEUCO ACADEMY LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Main Address
Union City, CA
Phone Number
(510) 330-9290
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at NEUCO ACADEMY LLC
Spiros Vassilakos
IAR
CRD#: 4250517
Location:
Tarpon Springs, FL 34688
Company:
CSENGE ADVISORY GROUP, LLC
Disclosures:
Experience:
25 years
Christian Jeremiah Ohl
IAR
RR
CRD#: 5051373
Location:
Norfolk, NE 68701-2982
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
11 years
Hannah Marie Kaufman
IAR
CRD#: 7455219
Location:
New York, NY 10001
Company:
BETTERMENT
Disclosures:
Experience:
4 years
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