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Neiman & Associates Financial Services
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC is a state-registered investment adviser in ARLINGTON, MA. The firm manages approximately $37 million in...
Overview
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC is a state-registered investment adviser in ARLINGTON, MA. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2003
Location
Region
North America
Country
United States
City
Arlington
Corporate office
Woodland Hills, CA, United States
Principals
Gerald L. Neiman
Managing Member
Sector focus
Frequently asked questions
What does Neiman & Associates Financial Services actually do?
The firm combines a CPA tax practice with registered-representative securities placement. For a client selling appreciated real estate, it prepares the tax return and can source Delaware Statutory Trust (DST) interests, tenant-in-common offerings, or other Section 1031-qualified replacement properties, earning a commission on the placement. The practice also distributes private REITs and private credit funds to accredited investors.
What types of alternative investments does the firm offer?
The product set centers on tax-advantaged real estate structures: DST interests, tenant-in-common replacement properties, and non-traded REITs designed for 1031 exchanges. Outside real estate, the firm has placed private credit interval funds and structured products aimed at income-oriented accredited investors.
Who makes investment decisions at the firm?
Gerald L. Neiman is the managing member and the only named investment professional in public records. He holds a Series 7 license and a California CPA license. There is no public indication of an investment committee or external CIO structure.
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