Neiman Wealth Management LLC View Form ADV Part II & Schedule F
Robert A Neiman, President
1606 James Street
Merrick NY 11566
Phone: (800) 313-2119 or (516) 867-5545 View NWM LLC Privacy Policy
Fax: (866) 823-1800 or (516) 867-4810
Email: bob@bobneiman.com View NWM LLC Brochure
Neiman Wealth Management is a state registered investment advisor. All accounts are fee-based where clients are charged a percentage of assets under management. Robert A Neiman, President, provides a full range of wealth management services. For more information or a complimentary portfolio review, please call Bob at (800) 313-2119 or (516) 867-5545.
Through Neiman Wealth Management LLC, we offer a full line of services including:
| Financial life planning | Taxable & Retirement Plan Accounts (IRA, Roth, SEP, 401-K) |
| Fee based Investment Portfolio Management | Equities - Individual stocks & REITs, exchange traded funds, & mutual funds |
| Portfolio Reviews | Bonds - individual corporate, government & municipal, exchange traded funds & mutual funds |
Clients sending checks for their investment accounts should always make the check payable to "Fidelity Investments" and include the account number on the check along with a note containing instructions. Payments should be sent to Fidelity Investments 100 Crosby Parkway Covington KY 41015-8004. All emails should be sent to me at bob@bobneiman.com.
Neiman Wealth Management LLC does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.
This site is published for residents of the United States only. Neiman Wealth Management LLC may only conduct business with residents of the states for which they are properly registered, currently New York, Washington, California, Oregon, Massachusetts, Colorado, Florida & Connecticut. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.