Adviser Profile
| As of Date | 07/02/2025 |
| Registration status | Registration Changed to LORETTA NOLAN ASSOCIATES, LLC |
| ADV Location | OLD GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 121,560,698 12% |
| of that, discretionary | 2,570,000 17% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 957,171 7% |
| % High Net Worth | 71.43% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds