Daniel
Neiman
Independent Solutions Wealth Management, LLC
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About this Advisor
Daniel Neiman is a financial advisor who works in San Diego, California who has 13 years of industry experience. Neiman is currently employed by Independent Solutions Wealth Management, LLC. Their career trajectory has included roles at Neiman Funds Management LLC and Independent Solutions Wealth Managment LLC. Neiman can serve investors in California. Independent Solutions Wealth Management, LLC is a registered investment firm based out of Buffalo, NY. It has a total of 18 financial advisors. It handles $838 million in total assets between its 5,408 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 5,408 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Independent Solutions Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely are based on the type of financial services. However, fees billed by Independent Solutions Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Solutions Wealth Management, LLC Brokerage Details
$838,414,200
18
5,408
$155,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Daniel Neiman Work History
Daniel has been registered as a financial advisor for 13 years.*
Neiman Funds Management LLC
Independent Solutions Wealth Managment LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Neiman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Solutions Wealth Management, LLC
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
San Diego, CA
Buffalo, NY
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