Overview
Assets Under Management: $116 million
Headquarters: NEW VERNON, NJ
High-Net-Worth Clients: 40
Average Client Assets: $2.6 million
Frequently Asked Questions
NOYES CAPITAL MANAGEMENT, 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 #128068), NOYES CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NOYES CAPITAL MANAGEMENT, LLC is headquartered in NEW VERNON, NJ.
NOYES CAPITAL MANAGEMENT, LLC serves 40 high-net-worth clients according to their SEC filing dated June 25, 2018. View client details ↓
According to their SEC Form ADV, NOYES CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NOYES CAPITAL MANAGEMENT, LLC manages $116 million in client assets according to their SEC filing dated June 25, 2018.
According to their SEC Form ADV, NOYES CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.95%
Average Client Assets: $2.6 million
Total Client Accounts: 216
Discretionary Accounts: 214
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 128068
Filing ID: 1225729
Last Filing Date: 2018-06-25 18:01:00