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Building 2NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC

Map pinNEWPORT BEACH, CA
Phone415.287-5100
NotebookSEC #801-120348
Total AUM
$81.8M
Employees
5
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 NEWPORT CENTER DRIVE
#11-375
NEWPORT BEACH
CA 92660
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
415.287-5100
Other Offices
1

ReceiptFinancials

Total AUM
$81.8M
Accounts
67
Discretionary
$81.8M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
63
AUM
$74.8M
Pension/Profit Sharing Plan Clients
4
AUM
$7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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