NEEDELMAN ASSET MANAGEMENT INC
CRD #110329 SEC #801-113454 NEWPORT BEACH, CA 949-717-3400
SEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
Employees
3
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $1.6M | $1.6M | $0 | 3 | 0 |
| Mar 2019 | $1.6M | $1.6M | $0 | 3 | 0 |
| May 2018 | $112.5M | $112.5M | $0 | 5 | 0 |
| Jul 2011 | $72.4M | $36.7M | $35.7M | 10 | -- |
| Jul 2011 | $72.4M | $36.7M | $35.7M | 10 | -- |
| Jun 2011 | $72.4M | $36.7M | $35.7M | 10 | -- |
| May 2011 | $72.4M | $36.7M | $35.7M | 10 | -- |
| May 2011 | $80.9M | $51.3M | $29.6M | 10 | -- |
| Mar 2011 | $80.9M | $51.3M | $29.6M | 10 | -- |
| Nov 2010 | $80.9M | $51.3M | $29.6M | 10 | -- |
| Aug 2010 | $80.9M | $51.3M | $29.6M | 10 | -- |
| Aug 2007 | $112M | $75.4M | $36.6M | 10 | -- |
| Sep 2005 | $67.2M | $67.2M | $0 | 10 | -- |
| Aug 2004 | $63.5M | $63.5M | $0 | 10 | -- |
| Dec 2003 | $60.7M | $60.7M | $0 | 10 | -- |
| Apr 2002 | $144.9M | $144.9M | $0 | 10 | -- |
| Nov 2001 | $144.9M | $144.9M | $0 | 10 | -- |
| Jun 2001 | $144.9M | $144.9M | $0 | 10 | -- |
DateAug 2019
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2011
Total AUM$72.4M
Discretionary$36.7M
Non-Disc.$35.7M
Employees10
Clients--
DateJul 2011
Total AUM$72.4M
Discretionary$36.7M
Non-Disc.$35.7M
Employees10
Clients--
DateJun 2011
Total AUM$72.4M
Discretionary$36.7M
Non-Disc.$35.7M
Employees10
Clients--
DateMay 2011
Total AUM$72.4M
Discretionary$36.7M
Non-Disc.$35.7M
Employees10
Clients--
DateMay 2011
Total AUM$80.9M
Discretionary$51.3M
Non-Disc.$29.6M
Employees10
Clients--
DateMar 2011
Total AUM$80.9M
Discretionary$51.3M
Non-Disc.$29.6M
Employees10
Clients--
DateNov 2010
Total AUM$80.9M
Discretionary$51.3M
Non-Disc.$29.6M
Employees10
Clients--
DateAug 2010
Total AUM$80.9M
Discretionary$51.3M
Non-Disc.$29.6M
Employees10
Clients--
DateAug 2007
Total AUM$112M
Discretionary$75.4M
Non-Disc.$36.6M
Employees10
Clients--
DateSep 2005
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees10
Clients--