Noor Financial Services

RIASEC Registered
Total AUM
$90K
Discretionary
$0
0% of AUM
Avg account
$90K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338683
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Noor Financial Services is a small, individual-owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges clients on an hourly or fixed-fee basis and operates as an unclassified adviser rather than as a multi-state or institutional allocator. It does not identify as an active ESG investor, does not function as a capital allocator, and is not positioned as a pension consultant or related adviser to another registered firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Cash & Cash Equivalents 83%, Exchange Traded Equities 17%83%
  • Cash & Cash Equivalents83%
  • Exchange Traded Equities17%

Owners & executives

1 of 1
  • Patrick Yaghoobians

    Patrick Yaghoobians

    Owner, Chief Compliance OfficerCRD 6827253

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth