Partner · Neumann Capital Management
Daniel G. Platt
CRD 4772200 · Named on Form ADV at one SEC-registered adviser
At a glance
Neumann Capital Management, an SEC-registered wealth manager based in Foster City, CA with $630 million in regulatory assets, lists Daniel G. Platt on its Form ADV as Partner, a control person.
Firms and roles
- Neumann Capital ManagementPartnerWealth manager · Foster City, CA · $630M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Caroline A. GorhamPartner & Chief Compliance Officer, Neumann Capital Management
- Ekaterina D. AtanassovPartner, Neumann Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.