LORETTA NOLAN ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$135,810,434
Discretionary
$2,668,027
Non-discretionary
$133,142,407
Firm details
- CRD number
- 126468
- SEC file number
- 801-133789
- Main office
- OLD GREENWICH, CT, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.