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
- HNWI85.94%
- Pension & Profit Sharing Plans14.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nollenberger Mccullough Investment Advisors LLC is an independent, SEC-registered registered investment advisor formed as an LLC and operating under individual ownership. The firm provides financial planning and portfolio management services for both individuals/families and institutional or business clients. Its advisory model charges either a percentage of assets under management or fixed fees. The adviser focuses on discretionary portfolio management and financial planning rather than acting as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not reported as a multi-state or related 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 3
Bruce Nollenberger
CEO & Managing MemberCRD 823846

Maryann Harrison
Chief Operating OfficerCRD 4873023

Peter Perez
Chief Compliance OfficerCRD 4320916
Contacts
3 of 4Herbert Blomquist
MemberCRD 6831720
George Mitchell
MemberCRD 7324790
Barton Nollenberger
Managing MemberCRD 7324791
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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