Neumeier POMA Investment Counsel LLC

Established in 1985, Neumeier POMA Investment Counsel LLC is a California-based limited liability company with 10 employees, 5 of whom hold advisory roles, to provide investment management and financial advisory services. While the number of clients served by the firm is unknown, it is SEC approved and registered as an investment advisor.

• BRIAN DAVID POMA

  MEMBER owns more than 25% but less than 50%

• DARCY LEONARD BLACKBURN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• NEUMEIER FAMILY TRUST U/A/D AUGUST 26, 1994

  MEMBER owns more than 10% but less than 25%

• PETER LINDSAY NEUMEIER

  MEMBER & PRESIDENT owns more than 25% but less than 50%

• GILLIAN BARBARA NEUMEIER

  CO-TRUSTEE owns more than 50% but less than 75%

• PETER LINDSAY NEUMEIER

  CO-TRUSTEE owns more than 50% but less than 75%

• CHARLES SCHWAB & CO., INC.
  United States

• Carmel Capital Management LLC
• Praetorian Wealth Management Inc
• Welton Investment Partners LLC
• Triangle Peak Partners LP

• Investment Counsel's Q3 2022 vs. Q4 2022: Analyzing the Dramatic Shifts in Holdings

• HANNON ARMSTRONG S $64,554k
• WNS (Holdings) Limited $58,655k
• NEXTERA ENERGY LPU $53,850k
• MADDEN STEVEN LTD COM $49,111k
• Verint Systems Inc. $48,391k
• NV5 GLOBAL INC COM $41,295k
• OSI SYSTEMS INC $41,277k
• HELEN OF TROY CORP $40,980k
• FIRST FINL BANCORP $40,407k
• LUMENTUM HLDGS INC $40,374k