# Neiman & Associates Financial Services

Neiman & Associates Financial Services is an Asset Manager based in Arlington, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Address:** Woodland Hills, CA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** neimancpa.com
- **LinkedIn:** https://www.linkedin.com/company/debneiman

## Regulatory record

- **CRD number:** 123641
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-04T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123641

## About

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.

## Sectors

- Financial Services
- Real Estate
- Private Credit

## People

- Gerald L. Neiman — Managing Member

## 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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Last updated: 2026-06-03T20:00:00.000Z

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