NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 165451
- Registered since
- February 16, 2021
- Website
- www.nollmac.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.28%
- Pension & Profit Sharing Plans8.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nollenberger Mccullough Investment Advisors LLC is a privately owned registered investment adviser that began SEC registration in 2021. The firm is structured as an LLC with an individual owner and serves both individual and family clients as well as institutional accounts. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and institutional entities. Compensation is billed through a mix of percentage-of-AUM fees and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities73%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds10%
Owners & executives
3 of 3MARYANN HARRISON
Chief Operating OfficerCRD 4873023
PETER PEREZ
Chief Compliance OfficerCRD 4320916
BRUCE NOLLENBERGER
CEO & Managing MemberCRD 823846
Contacts
3 of 7Lawrence Susnow
MemberCRD 6831721
George Mitchell
MemberCRD 7324790
Herbert Blomquist
MemberCRD 6831720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 220 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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