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LORETTA NOLAN ASSOCIATES, LLC
CRD 126468 · SEC 801-133789
13 ARCADIA ROAD, SUITE 10, OLD GREENWICH, CT, 06870, United States
Phone
203.637.1402
Fax
203.637.1472
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.8M
Discretionary AUM
$2.7M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING/TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $2.2M |
| High net worth individuals | 40 | $133.6M |
States served
NY, CT
All web addresses on file
Official SEC filing: View on IAPD