Noorvest LLC
Firm details
- Headquarters
- ,
- CRD number
- 325403
- Website
- www.noorvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- Individuals47.09%
- HNWI32.13%
- Corporations / Businesses20.79%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Noorvest LLC is an independent wealth advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator, directing client capital to outside managers in addition to managing portfolios directly. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include fixed fees and other non‑hourly structures. Noorvest is state‑level registered to do business in California, Florida, Maryland, North Carolina, New York and Virginia. The firm does not identify as an active ESG investor.
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 Equities95%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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