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LORETTA NOLAN ASSOCIATES, LLC
LORETTA NOLAN ASSOCIATES, LLC
OLD GREENWICH, Connecticut
·
1 registered advisor
·
CRD# 126468
SEC# 801-68105
203.637.1402
01
Firm Overview
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LORETTA NOLAN ASSOCIATES, LLC
1 registered advisor
Loretta Crane Nolan
OLD GREENWICH, Connecticut
CRD# 1127878
05
Office Locations
OLD GREENWICH, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. LORETTA NOLAN ASSOCIATES, LLC (CRD# 126468) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.