Olimpio Neu & Associates, Inc. (Dallas)


Olimpio Neu & Associates, Inc. is an adviser based in Dallas. It manages $46.11 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Olimpio Neu & Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Olimpio Neu & Associates: assets under management

The assets under management (AUM) of Olimpio Neu & Associates, Inc. is $46.11 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.06 million in discretionary accounts and $53 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $474.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olimpio Neu & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Olimpio Neu & Associates, Inc.

Brian Christopher Neu has been acting as President since 1 Sep 1998.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Salvatore Julio Olimpio Chief executive officer 1 May 1998 50% - 75% 2666191
Brian Christopher Neu President 1 Sep 1998 50% - 75% 4476634

Based in Dallas

The principal office where Olimpio Neu & Associates, Inc. performs its advisory services is located at 15770 Dallas Parkway, Dallas, TX 75248, 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 972-392-1344 or by fax 972-392-1655. The normal business hours are 8:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.olimpiofinancialgroup.com.

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