← Back to searchVisit website
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
CRD 165451 · SEC 801-120348
220 NEWPORT CENTER DRIVE, #11-375, NEWPORT BEACH, CA, 92660, United States
Phone
415.287-5100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$79.5M
Discretionary AUM
$79.5M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $72.6M |
| Pension/profit sharing plans | 4 | $6.9M |
All web addresses on file
Official SEC filing: View on IAPD