Overview
Assets Under Management: $138 million
Headquarters: SAUSALITO, CA
High-Net-Worth Clients: 78
Average Client Assets: $1 million
Frequently Asked Questions
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS 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 #165451), NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC is headquartered in SAUSALITO, CA.
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC serves 78 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC manages $138 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.46
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 87
Discretionary Accounts: 87
Regulatory Filings
CRD Number: 165451
Filing ID: 2035101
Last Filing Date: 2025-12-19 12:32:17
Website: 1