Needelman Asset Management, Inc. Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Needelman Asset Management, Inc. is an independent Registered Investment Advisor located in south Orange County, CA. Our firm invests on behalf of clients, primarily serving individuals, families, and small business qualified plans. We specialize in the production and maintenance of custom tailored portfolios using a variety of asset classes including, stocks, bonds, preferred securities, REITS and alternative funds. In addition, we work with our partners to participate in non-standard asset offerings such as, direct private lending and private equity.

Find Needelman Asset Management, Inc. employees' phone numbers or email addresses

Needelman Asset Management, Inc. Global Highlights

North America
3

United States Of America
3

Needelman Asset Management, Inc.'s Leadership

D. G.
Director Of Operations
Mobile Phone
Email
A. C.
Research Analyst/Portfolio Manager
Mobile Phone
Email
G. M.
Freelance Interior Stylist
Mobile Phone
Email

Contact profiles from Needelman Asset Management, Inc.

Name

Title

Contact Info

Location

Last Update

D. G.
Director Of Operations
Mobile Phone
Email
United StatesCalifornia
Feb 09, 2025
A. C.
Research Analyst/Portfolio Manager
Mobile Phone
Email
United StatesCalifornia
Apr 02, 2025
G. M.
Freelance Interior Stylist
Mobile Phone
Email
United StatesNew York
Oct 16, 2024

Frequently Asked Questions

What is Needelman Asset Management, Inc. known for?

Needelman Asset Management, Inc. operates in the Investment Management industry. The company's main headquarters is located in 555 Corporate Drive, Suite 105; you can contact the main corporate office by phone at

+1-714-760-****

. Explore Needelman Asset Management, Inc.'s company overview page for more information.

What is Needelman Asset Management, Inc.'s most common email format?

Needelman Asset Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Needelman Asset Management, Inc. email formats with LeadIQ.

How many employees does Needelman Asset Management, Inc. have currently?

Needelman Asset Management, Inc. has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Needelman Asset Management, Inc.'s key employees and leadership?

As of December 2025, Needelman Asset Management, Inc.'s key employees include:

Director Of Operations: D. G.
Research Analyst/Portfolio Manager: A. C.
Freelance Interior Stylist: G. M.

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