Overview
Assets Under Management: $136 million
Headquarters: OLD GREENWICH, CT
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Frequently Asked Questions
LORETTA NOLAN ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126468), LORETTA NOLAN ASSOCIATES, LLC is subject to fiduciary duty under federal law.
LORETTA NOLAN ASSOCIATES, LLC is headquartered in OLD GREENWICH, CT.
LORETTA NOLAN ASSOCIATES, LLC serves 40 high-net-worth clients according to their SEC filing dated January 18, 2026. View client details ↓
According to their SEC Form ADV, LORETTA NOLAN ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LORETTA NOLAN ASSOCIATES, LLC manages $136 million in client assets according to their SEC filing dated January 18, 2026.
According to their SEC Form ADV, LORETTA NOLAN ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 126
Discretionary Accounts: 8
Non-Discretionary Accounts: 118
Regulatory Filings
CRD Number: 126468
Filing ID: 2042374
Last Filing Date: 2026-01-18 14:26:10