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Building 2LORETTA NOLAN ASSOCIATES, LLC

Map pinOLD GREENWICH, CT
Phone203.637.1402
NotebookSEC #801-68105
Total AUM
$60.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 ARCADIA ROAD
SUITE 105
OLD GREENWICH
CT 06870
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
203.637.1402

ReceiptFinancials

Total AUM
$60.4M
Accounts
32
Discretionary
$0
Accounts
0
Non-Discretionary
$60.4M
Accounts
32

ContactClients

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None reported

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
CTNJNY

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

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