Needelman Asset Management, Inc. Email Format
Investment ManagementCalifornia, United States0-1 Employees
Needelman Asset Management, Inc. is a small independent investment advisory firm based in Mission Viejo, in south Orange County, California. It operates as an independent investment adviser registered to provide advisory services on behalf of clients, focusing on creating and maintaining customized portfolios. The firm serves individuals, families, and small business qualified plans, offering access to a broad set of asset classes including equities, fixed income, preferred securities, REITs, and alternative funds. It also collaborates with partners to access non-traditional investment opportunities such as direct private lending and private equity.