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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents83%
- Exchange Traded Equities17%
Owners & executives
1 of 1
Patrick Yaghoobians
Owner, Chief Compliance OfficerCRD 6827253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Liberton Financial LLC
RIAAUM $90KTEAM 1REPS 1
Antikythera Enterprises LLC
RIAAUM $90KTEAM 1REPS 1
Elephant Corner Financial
RIAAUM $90KTEAM 1REPS 1
Dubois Capital Management LLC
RIAAUM $90KTEAM 1REPS 1
Oakridge Financial Planning LLC
RIAAUM $90.7KTEAM 1REPS 3
Terranorth Investment Management LLC
RIAAUM $91.1KTEAM 1REPS 1