Loretta Nolan Associates, LLC
Loretta Nolan Associates, LLC (CRD# 126468) is a financial advisory firm headquartered in Old Greenwich, CT. They manage $108,152,233 in 121 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management108MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$893,820
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NY
Financial Advisors at Loretta Nolan Associates, LLC
1
Loretta Nolan (CRD# 1127878) is an Investment Advisor Representative working at Loretta Nolan Associates, LLC in Old Greenwich, CT and has over 38 years of experience in the finance industry.
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