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Home > Retirement Planners > california > mill valley > NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
100 Shoreline Highway
Building B, Suite 380
Mill Valley, California 94941
Tel: 415.287-5100
About NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC, formally registered with the SEC as NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC. The firm was established in 02/16/2021. They have over 1 offices throughout the country.
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC is a Mill Valley, California based Financial Planning firm with nearly $120,487,080 assets under management, offering retirement planning & investment advisory services to 86 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165451 |
| SEC# | 801-120348 |
| Assets Managed by Firm | $120,487,080 |
| No. of Clients | 86 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 86 | $120,487,080 |
| High net worth individuals | 75 | $82,329,913 |
| Pension and profit sharing plans | 6 | $13,636,743 |
| Charitable organizations | 5 | $24,520,424 |
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