Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
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Location

San Diego, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is a partner at Neiman Funds Management LLC, dedicating about 10-20% of his time. He is also the Managing Member of Peak Reps, LLC, spending about 10% of his time, and President of Blackridge Asset Management, LLC, spending about 15% of his time.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Neiman Capital Management, LLC
March 2001 - December 2009 · 8 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Daniel David Neiman - Financial Advisor | TrueAdvisor