Nofal Insurance and Wealth

Overview

Nofal Insurance and Wealth is organized as a limited liability company that combines insurance-related services with financial planning and portfolio management for individuals and small businesses. FINTRX classifies the firm as unclassified and identifies ownership as a mix of a domestic entity and an individual. The firm lists advisory activities that focus on financial planning and personalized portfolio management, and it has an industry affiliation with an insurance company. The firm’s fee approach is multi-format: it can charge a percentage of assets under management, as well as hourly and fixed fees. FINTRX indicates Nofal Insurance and Wealth is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and does not act as a capital allocator or related adviser.

Assets & Accounts

Location & Offices