Needelman Asset Management Inc
Legal Name: NEEDELMAN ASSET MANAGEMENT INC
1301 DOVE STREET, SUITE 970, NEWPORT BEACH, CA
949-717-3400
http://www.needelman.com
Frequently Asked Questions (FAQ)
Full Contact Details
Needelman Asset Management Inc
1301 DOVE STREET, SUITE 970, NEWPORT BEACH, CA
949-717-3400
949-717-3410
Other Info
Needelman Asset Management Inc, a CA Corporation, has been approved by the U.S. Securities and Exchange Commission since June 2018. The company, with 3 employees, all of whom are in advisory roles, seems to keep client information private.
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Wealth management services including tax strategies, estate planning, and investment portfolios.
Direct Owners
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MITCHEL EVAN NEEDELMAN
PRESIDENT owns less than 5%
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SPECTRUM ASSET MANAGEMENT INC
SHAREHOLDER owns 75% or more
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TONY KYUWHAN JUNG
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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RYAN LEE KELLY
TRUSTEE
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RYAN LEE KELLY SEPARATE PROPERTY TRUST DTD 01/11/2006
SHAREHOLDER owns 75% or more