Inactive

Ekaterina Dimitrova Atanassov

Neumann Capital Management

Foster City, CA

CRD 7355178

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Employer firm

Neumann Capital Management CRD 112182

$630M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Neumann Capital Management

303 Vintage Park Drive, Suite 100, Foster City, CA 94404-1167 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-11-04
IL	RA	APPROVED	2022-11-04
TX	RA	APPROVED	2022-11-04

CA RA
APPROVED

Since 2022-11-04
IL RA
APPROVED

Since 2022-11-04
TX RA
APPROVED

Since 2022-11-04

Branch Locations

303 Vintage Park Drive, Suite 100, Foster City, CA 94404-1167 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Neumann Capital Management, Llc	Foster City	CA	07/2018	Present
Atan Consulting, Llc	Houston	TX	11/2014	06/2018

07/2018 → Present

Neumann Capital Management, Llc

Foster City, CA
11/2014 → 06/2018

Atan Consulting, Llc

Houston, TX

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Ekaterina Dimitrova Lukova
Ekaterina Lukova Atanassov

View on SEC IAPD

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Nearby Investors

Ronald Timothy Clement

Nearby Offices

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