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Neubieser Mark Alfred (San Jose)


Neubieser Mark Alfred is a large advisory firm based in San Jose. It manages $111.81 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Virginia, and Washington.

Neubieser Mark Alfred provides security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Neubieser Mark Alfred: assets under management

The assets under management (AUM) of Neubieser Mark Alfred is $111.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $111.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $931.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Neubieser Mark Alfred for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Jose

The principal office where Neubieser Mark Alfred performs its advisory services is located at 4030 Moorpark Ave, Suite 103, San Jose, CA 95117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408 556 0810 or by fax 408 556 0812. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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