Noor Financial Services
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 an LLC that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm is individually owned and operates on an hourly and fixed-fee billing model rather than asset-based fees. Regulatory details are limited in the record; the adviser is not identified as a multi-state adviser and is not flagged as an active ESG investor or a capital allocator. The firm’s stated advisory activities focus on financial planning and tailored portfolio management rather than running pooled investment vehicles.
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
, null
Location
, null
Headquartered in , null.
- Office locations