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Needelman Asset Management, Inc. Employee Directory

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.

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

Needelman Asset Management, Inc. Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Needelman Asset Management, Inc.'s Leadership

  • Stylized image of a person
    D. G.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Research Analyst/Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Freelance Interior Stylist
    Phone icon
    Mobile Phone

Contact profiles from Needelman Asset Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Feb 09, 2025
  • Stylized image of a person
    A. C.
    Research Analyst/Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Apr 02, 2025
  • Stylized image of a person
    G. M.
    Freelance Interior Stylist
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 16, 2024

Frequently Asked Questions

What is Needelman Asset Management, Inc. known for?

Minus sign iconPlus sign iconNeedelman Asset Management, Inc. operates in the Investment Management industry; 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?

Minus sign iconPlus sign iconNeedelman 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?

Minus sign iconPlus sign iconNeedelman Asset Management, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, 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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