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 an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services as listed on its filing, though the firm is not flagged as a pension consultant in the snapshot metadata. Thomas R. Noonan, Inc. does not identify as an active ESG investor and does not operate as a multistate adviser.
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
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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