Needelman Asset Management Inc

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CAFR Data
Needelman Asset Management Inc
CRD #110329
SEC #801-113454
CIK #
AUM $1.6 MM (100% Disc, 100% US, 2019-08-09)
Employees3 (100% Investors, 0% Brokers)
Phone949-717-3400
Address1301 Dove Street
Newport Beach, CA 92660-2453
Source [IAPD] [Website]
Total AUM ($MM)
14511687582902000200620132020
Sector Holding Cap ($MM) Value ($MM)
BAC279,520.01.6
JPM341,670.01.6
MSFT865,660.01.6
HON111,690.01.5
MKL13,440.01.5
INTC239,910.01.4
ANTM76,070.01.4
UNH233,310.01.4
JNJ369,000.01.4
DEO96,700.01.3
View All
Holdings by Sector ($)
0.10.10.10.00.00.02012201420162019
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