Olimpio Neu & Associates, Inc.
Olimpio Neu & Associates, Inc. (CRD# 114752) is a financial advisory firm headquartered in Frisco, TX. They manage $61,482,214 in 249 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Olimpio Neu & Associates, Inc.
By the Numbers
-
Total Assets Under Management61MILLION
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Total Number of Accounts249ACCOUNTS
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Average Account Value$246,917
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TN, TX
Financial Advisors at Olimpio Neu & Associates, Inc.
1
Brian Neu (CRD# 4476634) is an Investment Advisor Representative working at Olimpio Neu & Associates, Inc. in Frisco, TX and has over 24 years of experience in the finance industry.
2
Salvatore Olimpio (CRD# 2666191) is an Investment Advisor Representative working at Olimpio Neu & Associates, Inc. in Frisco, TX and has over 27 years of experience in the finance industry.
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