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Neuenschwander Asset Management, LLC

● SEC registered since 2022CRD 125179SEC# 801-124791McFarland, WI
Export (members)
Reg. AUM
$149M
Employees
3
Accounts
190
Location
McFarland, WI

Neuenschwander Asset Management, LLC assets under management

Neuenschwander Asset Management, LLC is a registered investment adviser overseen by the SEC based in McFarland, WI. The firm has been registered since 2022. It reports $149 million in regulatory assets under management and employs 3 people.
www.namadvisors.comView on SEC.gov ↗

Neuenschwander Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
James Vincent Murphy ControlChief Compliance Officer, Owner25-50%2010
Roy Ernest Neuenschwander ControlOwner5-10%2015
Timothy James Neuenschwander ControlManaging Member, Owner50-75%2015

Frequently asked questions

How much does Neuenschwander Asset Management, LLC manage?

Neuenschwander Asset Management, LLC reports $149 million in regulatory assets under management on its Form ADV.

How many employees does Neuenschwander Asset Management, LLC have?

Neuenschwander Asset Management, LLC reports 3 employees.

Where is Neuenschwander Asset Management, LLC located?

Neuenschwander Asset Management, LLC is based in McFarland, WI and has been SEC-registered since 2022.

Does Neuenschwander Asset Management, LLC disclose fund performance?

Neuenschwander Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4893 Larson Beach Rd, McFarland, WI 53558
Phone608-838-3330
Fax608-838-3336
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149M
Non-discretionary$0
Total (RAUM)$149M