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Building 2MAXWELL NOLL INVESTMENT ADVISORS

Map pinPASADENA, CA
Phone626-796-7133
NotebookSEC #801-116960
Total AUM
$103.4M
Employees
3
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 SOUTH LAKE AVENUE
SUITE 502
PASADENA
CA 91106-3908
United States
Operating Hours
8:00 TO 4:00 PACIFIC
Monday - Friday
Phone
626-796-7133

ReceiptFinancials

Total AUM
$103.4M
Accounts
122
Discretionary
$103.4M
Accounts
122
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$78.2M
HNW Individual Clients
1
AUM
$22.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
1
AUM
$382K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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