Noon Investment Management LLC

RIAState Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$1.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327870
Website
nimria.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Noon Investment Management LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm charges clients on a percentage-of-assets-under-management basis and also uses hourly billing for some services. Noon does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 8%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities8%

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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