A complete list of active advisors currently associated with Douglas Brian Neyland

Warmer can help you find a great advisor at Douglas Brian Neyland or one who fits your needs even better.

The firm is a single-advisor independent registered investment adviser managing approximately $7.48 million in client assets for two clients. It provides portfolio management for individual clients and charges fees based on a percentage of assets under management, a common billing practice among independent firms. The Form ADV brochure describes the firm’s portfolio management services and addresses its methods of analysis, investment strategies, and account review practices (see Items 8 and 13). As a solo practitioner with no additional staff, the advisor works directly with clients to tailor investment decisions to each client’s objectives and risk tolerance. Distinctively, the firm does not list individual (non–high-net-worth) clients among its client types, and its very small client roster (two clients) implies a focus on higher-net-worth or institution-size relationships rather than mass-market retail accounts. The combination of a tiny client base, sole-advisor model, and individualized portfolio management differentiates it from most independent advisers that serve broader individual client segments.

To learn more about the advisors currently working at Douglas Brian Neyland, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Neyland	San Diego, CA	2

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