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Building 2NOBLE WEALTH MANAGEMENT, INC.

Map pinNEWPORT BEACH, CA
Phone888-272-2008
NotebookSEC #801-108555
Total AUM
$223.4M
Employees
6
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4299 MACARTHUR BLVD.
SUITE 100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
888-272-2008
Other Offices
1

ReceiptFinancials

Total AUM
$223.4M
Accounts
648
Discretionary
$216.5M
Accounts
630
Non-Discretionary
$7M
Accounts
18

ContactClients

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Individual Clients
197
AUM
$96.6M
HNW Individual Clients
35
AUM
$126.4M
Corporation or Business Clients
1
AUM
$425.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING AND PORTFOLIO REVIEW SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETX

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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