Thomas R. Noonan, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 142143
- Website
- www.thomasrnoonan.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.55%
- Individuals0.45%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Thomas R. Noonan, Inc. is a small, privately owned advisory corporation that serves individual and family clients. The firm charges fees as a percentage of assets under management and reports portfolio management for individuals and small businesses among its advisory activities; it also lists pension consulting services on its filings while not being designated as a pension consultant. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Private Funds100%
Contacts
1 of 1
Thomas Noonan
Owner, PresidentCRD 348957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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