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Building 2LORETTA NOLAN ASSOCIATES, LLC

Map pinOLD GREENWICH, CT
Phone203.637.1402
NotebookSEC #801-133789
Total AUM
$135.8M
Employees
1
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 ARCADIA ROAD
SUITE 10
OLD GREENWICH
CT 06870
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
203.637.1402

ReceiptFinancials

Total AUM
$135.8M
Accounts
126
Discretionary
$2.7M
Accounts
8
Non-Discretionary
$133.1M
Accounts
118

ContactClients

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Individual Clients
16
AUM
$2.2M
HNW Individual Clients
40
AUM
$133.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING/TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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

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