Bear Nolan LLC
Firm details
- Headquarters
- ,
- CRD number
- 327484
- Custodians
- MORGAN STANLEY & CO. LLC, ROCKEFELLER FINANCIAL LLC
- Fee structure
- Other
- Client types
- HNWI100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Bear Nolan LLC is an independent, California-registered wealth advisory firm organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving individual and family clients, operating primarily by selecting outside advisers to implement portions of client portfolios. Its fee structure is categorized as "other" rather than a standard asset-fee or commission model. Bear Nolan is not identified as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds66%
- State & Local Bonds34%
Contacts
1 of 1
Jared Nolan
OwnerCRD 7782862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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